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2021-06-17

Great ariticle, would you like to share it?

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2021-06-14

Cool

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2021-05-22

Please like

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2021-05-21

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2021-05-20

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Virgin Galactic shares jump 15% after space company says next test flight will be this week<blockquote>太空公司表示下一次试飞将于本周进行，维珍银河股价上涨15%</blockquote>

2021-05-18

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2021-05-15

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Rabobank: Markets Decided To Get High Again Rather Than Grapple With Reality<blockquote>荷兰合作银行：市场决定再次走高，而不是与现实作斗争</blockquote>

2021-05-15

Good

Was The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的投资者对雪花的看法是正确的吗？</blockquote>

2021-05-14

Ok

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2021-05-14

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please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130335093","repostId":"1129456332","repostType":4,"repost":{"id":"1129456332","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621509070,"share":"https://www.laohu8.com/m/news/1129456332?lang=zh_CN&edition=full","pubTime":"2021-05-20 19:11","market":"us","language":"en","title":"Virgin Galactic shares jump 15% after space company says next test flight will be this week<blockquote>太空公司表示下一次试飞将于本周进行，维珍银河股价上涨15%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129456332","media":"Tiger Newspress","summary":"KEY POINTS\n\nVirgin Galactic stock jumped after the space tourism company announced its next spacefli","content":"<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Virgin Galactic stock jumped after the space tourism company announced its next spaceflight test is targeting May 22.</li>  <li>“Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.</li>  <li>The company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.</li> </ul> Virgin Galactic&nbsp;stock jumped after the space tourism company announced its next spaceflight test is targeting May 22, following the completion of a maintenance review of its carrier aircraft that threatened to delay the flight from this month.</p><p><blockquote><ul><li>太空旅游公司维珍银河宣布下一次太空飞行测试定于5月22日后，该公司股价上涨。</li><li>维珍银河首席执行官迈克尔·科尔格拉齐尔在一份声明中表示：“在对我们的母舰Eve进行详细检查和彻底分析后，我们已经为即将到来的飞行批准了我们的太空飞行系统。”</li><li>该公司正在努力完成其SpaceShipTwo系统的开发，在维珍银河于2022年开始商业服务之前，还剩下四次试飞。</li></ul>太空旅游公司维珍银河宣布其下一次太空飞行测试定于5月22日进行，此前该公司完成了对其舰载机的维护审查，该审查可能会从本月开始推迟飞行，随后该公司股价上涨。</blockquote></p><p> “Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.</p><p><blockquote>维珍银河首席执行官迈克尔·科尔格拉齐尔在一份声明中表示：“在对我们的母舰Eve进行详细检查和彻底分析后，我们已经为即将到来的飞行批准了我们的太空飞行系统。”</blockquote></p><p> Shares of Virgin Galactic jumped as much as 15% in premarket trading from its previous close of $19.92.</p><p><blockquote>维珍银河股价在盘前交易中较前收盘价19.92美元上涨15%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f89677fc7c1a4322713c53c9f871ec08\" tg-width=\"1302\" tg-height=\"663\"></p><p><blockquote></blockquote></p><p> Virgin Galactic leadership,when the company reported first quarter results last week, revealed that the target date for the next spaceflight test was under evaluation due to a possible maintenance issue with VMS Eve, the aircraft that carries the spacecraft before launch. The company said its engineering analysis determined the VMS Eve “structures healthy,” clearing the aircraft for flight.</p><p><blockquote>维珍银河领导层在上周报告第一季度业绩时透露，由于发射前运载航天器的飞机VMS Eve可能存在维护问题，正在评估下一次太空飞行测试的目标日期。该公司表示，其工程分析确定VMS Eve“结构健康”，为飞机飞行扫清了障碍。</blockquote></p><p> The company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.</p><p><blockquote>该公司正在努力完成其SpaceShipTwo系统的开发，在维珍银河于2022年开始商业服务之前，还剩下四次试飞。</blockquote></p><p> Virgin Galactic attempted the first of those four spaceflight tests in December, but the mission was cut short by an engine anomaly. The company scheduled a repeat of the flight attempt for February, but then delayed to May to give more time to address an electromagnetic interference issue with the spacecraft’s flight computer.</p><p><blockquote>维珍银河在12月尝试了这四次太空飞行测试中的第一次，但任务因发动机异常而中断。该公司计划在2月份重复飞行尝试，但后来推迟到5月份，以便有更多时间解决航天器飞行计算机的电磁干扰问题。</blockquote></p><p> This upcoming spaceflight test will fly with just the two pilots onboard, but will also carry microgravity research payloads under NASA’s Flight Opportunities program. In addition to resolving the issue which cut short the December attempt, Virgin Galactic said this spaceflight test will further evaluate its customer cabin and test a livestream from onboard the spacecraft.</p><p><blockquote>即将进行的太空飞行测试将只有两名飞行员，但也将携带美国宇航局飞行机会计划下的微重力研究有效载荷。除了解决导致12月尝试中断的问题外，维珍银河表示，这次太空飞行测试将进一步评估其客户舱并测试航天器上的直播。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Virgin Galactic shares jump 15% after space company says next test flight will be this week<blockquote>太空公司表示下一次试飞将于本周进行，维珍银河股价上涨15%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVirgin Galactic shares jump 15% after space company says next test flight will be this week<blockquote>太空公司表示下一次试飞将于本周进行，维珍银河股价上涨15%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-05-20 19:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Virgin Galactic stock jumped after the space tourism company announced its next spaceflight test is targeting May 22.</li>  <li>“Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.</li>  <li>The company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.</li> </ul> Virgin Galactic&nbsp;stock jumped after the space tourism company announced its next spaceflight test is targeting May 22, following the completion of a maintenance review of its carrier aircraft that threatened to delay the flight from this month.</p><p><blockquote><ul><li>太空旅游公司维珍银河宣布下一次太空飞行测试定于5月22日后，该公司股价上涨。</li><li>维珍银河首席执行官迈克尔·科尔格拉齐尔在一份声明中表示：“在对我们的母舰Eve进行详细检查和彻底分析后，我们已经为即将到来的飞行批准了我们的太空飞行系统。”</li><li>该公司正在努力完成其SpaceShipTwo系统的开发，在维珍银河于2022年开始商业服务之前，还剩下四次试飞。</li></ul>太空旅游公司维珍银河宣布其下一次太空飞行测试定于5月22日进行，此前该公司完成了对其舰载机的维护审查，该审查可能会从本月开始推迟飞行，随后该公司股价上涨。</blockquote></p><p> “Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.</p><p><blockquote>维珍银河首席执行官迈克尔·科尔格拉齐尔在一份声明中表示：“在对我们的母舰Eve进行详细检查和彻底分析后，我们已经为即将到来的飞行批准了我们的太空飞行系统。”</blockquote></p><p> Shares of Virgin Galactic jumped as much as 15% in premarket trading from its previous close of $19.92.</p><p><blockquote>维珍银河股价在盘前交易中较前收盘价19.92美元上涨15%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f89677fc7c1a4322713c53c9f871ec08\" tg-width=\"1302\" tg-height=\"663\"></p><p><blockquote></blockquote></p><p> Virgin Galactic leadership,when the company reported first quarter results last week, revealed that the target date for the next spaceflight test was under evaluation due to a possible maintenance issue with VMS Eve, the aircraft that carries the spacecraft before launch. The company said its engineering analysis determined the VMS Eve “structures healthy,” clearing the aircraft for flight.</p><p><blockquote>维珍银河领导层在上周报告第一季度业绩时透露，由于发射前运载航天器的飞机VMS Eve可能存在维护问题，正在评估下一次太空飞行测试的目标日期。该公司表示，其工程分析确定VMS Eve“结构健康”，为飞机飞行扫清了障碍。</blockquote></p><p> The company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.</p><p><blockquote>该公司正在努力完成其SpaceShipTwo系统的开发，在维珍银河于2022年开始商业服务之前，还剩下四次试飞。</blockquote></p><p> Virgin Galactic attempted the first of those four spaceflight tests in December, but the mission was cut short by an engine anomaly. The company scheduled a repeat of the flight attempt for February, but then delayed to May to give more time to address an electromagnetic interference issue with the spacecraft’s flight computer.</p><p><blockquote>维珍银河在12月尝试了这四次太空飞行测试中的第一次，但任务因发动机异常而中断。该公司计划在2月份重复飞行尝试，但后来推迟到5月份，以便有更多时间解决航天器飞行计算机的电磁干扰问题。</blockquote></p><p> This upcoming spaceflight test will fly with just the two pilots onboard, but will also carry microgravity research payloads under NASA’s Flight Opportunities program. In addition to resolving the issue which cut short the December attempt, Virgin Galactic said this spaceflight test will further evaluate its customer cabin and test a livestream from onboard the spacecraft.</p><p><blockquote>即将进行的太空飞行测试将只有两名飞行员，但也将携带美国宇航局飞行机会计划下的微重力研究有效载荷。除了解决导致12月尝试中断的问题外，维珍银河表示，这次太空飞行测试将进一步评估其客户舱并测试航天器上的直播。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129456332","content_text":"KEY POINTS\n\nVirgin Galactic stock jumped after the space tourism company announced its next spaceflight test is targeting May 22.\n“Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.\nThe company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.\n\nVirgin Galactic stock jumped after the space tourism company announced its next spaceflight test is targeting May 22, following the completion of a maintenance review of its carrier aircraft that threatened to delay the flight from this month.\n“Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.\nShares of Virgin Galactic jumped as much as 15% in premarket trading from its previous close of $19.92.\n\nVirgin Galactic leadership,when the company reported first quarter results last week, revealed that the target date for the next spaceflight test was under evaluation due to a possible maintenance issue with VMS Eve, the aircraft that carries the spacecraft before launch. The company said its engineering analysis determined the VMS Eve “structures healthy,” clearing the aircraft for flight.\nThe company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.\nVirgin Galactic attempted the first of those four spaceflight tests in December, but the mission was cut short by an engine anomaly. The company scheduled a repeat of the flight attempt for February, but then delayed to May to give more time to address an electromagnetic interference issue with the spacecraft’s flight computer.\nThis upcoming spaceflight test will fly with just the two pilots onboard, but will also carry microgravity research payloads under NASA’s Flight Opportunities program. In addition to resolving the issue which cut short the December attempt, Virgin Galactic said this spaceflight test will further evaluate its customer cabin and test a livestream from onboard the spacecraft.","news_type":1,"symbols_score_info":{"SPCE":0.9}},"isVote":1,"tweetType":1,"viewCount":2730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195719578,"gmtCreate":1621314819394,"gmtModify":1634192501905,"author":{"id":"3578864122846561","authorId":"3578864122846561","name":"jducky","avatar":"https://static.tigerbbs.com/b5e9d246c2589c25d04edd4761a140e3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578864122846561","idStr":"3578864122846561"},"themes":[],"htmlText":"Like and comment please.","listText":"Like and comment please.","text":"Like and comment please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/195719578","repostId":"1124011196","repostType":4,"isVote":1,"tweetType":1,"viewCount":3013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196548209,"gmtCreate":1621082080801,"gmtModify":1634194109722,"author":{"id":"3578864122846561","authorId":"3578864122846561","name":"jducky","avatar":"https://static.tigerbbs.com/b5e9d246c2589c25d04edd4761a140e3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578864122846561","idStr":"3578864122846561"},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196548209","repostId":"1157891284","repostType":4,"repost":{"id":"1157891284","kind":"news","pubTimestamp":1620998665,"share":"https://www.laohu8.com/m/news/1157891284?lang=zh_CN&edition=full","pubTime":"2021-05-14 21:24","market":"us","language":"en","title":"Rabobank: Markets Decided To Get High Again Rather Than Grapple With Reality<blockquote>荷兰合作银行：市场决定再次走高，而不是与现实作斗争</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157891284","media":"zerohedge","summary":"We were somewhere around Barstow on the edge of the desert when the drugs began to take hold. I reme","content":"<p><i>We were somewhere around Barstow on the edge of the desert when the drugs began to take hold. I remember saying something like \"I feel a bit lightheaded; maybe you should drive....\" And suddenly there was a terrible roar all around us and the sky was full of what looked like huge bats, all swooping and screeching and diving around the car, which was going about a hundred miles an hour with the top down to Las Vegas.</i></p><p><blockquote><i>当毒品开始流行时，我们正在沙漠边缘的巴斯托附近的某个地方。我记得我说过类似“我觉得有点头晕；也许你应该开车……”突然，我们周围传来可怕的轰鸣声，天空中充满了看起来像巨大蝙蝠的东西，它们在汽车周围俯冲、尖叫、俯冲，汽车正以每小时100英里的速度行驶，车顶向下驶向拉斯维加斯。</i></blockquote></p><p> <b>Yesterday’s US PPI number reinforced the giant custard pie factor of the CPI number</b>, soaring 0.6% m/m headline to 6.2% y/y and 0.7% m/m core to 4.1% y/y. In short, in the near term prices are going to get high. The market response: sell commodities and crypto, and buy stocks and bonds. In short,<b>markets decided to get high again too rather than grapple with reality.</b></p><p><blockquote><b>昨天的美国PPI数据强化了CPI数据的巨大奶油派因素</b>整体同比增长0.6%至6.2%，核心同比增长0.7%至4.1%。简而言之，短期内价格将会上涨。市场反应：卖出大宗商品和加密货币，买入股票和债券。总之，<b>市场也决定再次走高，而不是与现实作斗争。</b></blockquote></p><p> Yes, the Colonial pipeline is back on line, and so energy prices reversed. And despite Elon Musk<i>pumping</i>Dogecoin --because it was a day ending in ‘y’, and Tesla’s shares were dropping again?-- Colonial paid *Russian* hackers a ransom of USD5m IN CRYPTO, which could not make a clearer case for why the SEC might want to be step in. Yet to think risk is suddenly on again for real is an interesting lifestyle choice.</p><p><blockquote>是的，殖民地管道又上线了，所以能源价格逆转了。尽管埃隆·马斯克<i>抽水</i>狗狗币——因为这一天以“y”结尾，而特斯拉的股价又在下跌？——Colonial向*俄罗斯*黑客支付了500万美元的加密货币赎金，这无法更清楚地说明为什么SEC可能想要介入。然而，认为风险突然再次出现是一种有趣的生活方式选择。</blockquote></p><p> The pipeline cyberattack,<i>which put a swathe of key US military airbases out of operation(!)</i>, saw President Biden claim Russians were involved - but not the Russian government; that as he publicly announced the US is considering a response in kind. Will it be via the government, or just some people he knows in Langley, Virginia? Japan is extending its state of virus emergency, even as the Olympics is still apparently on very soon. India’s Covid crisis is still raging. And in Gaza, Hamas declared it deliberately fired rockets at Israel’s nuclear reactor in Dimona --which missed or were shot down-- despite being downwind and not far from it.<b>Time to roll outthis memeagain.</b></p><p><blockquote>管道网络攻击，<i>这使得一系列重要的美国空军基地停止运作（！）</i>拜登总统声称俄罗斯人参与其中，但不是俄罗斯政府；正如他公开宣布的那样，美国正在考虑以牙还牙。是通过政府，还是只是他在弗吉尼亚州兰利认识的一些人？日本正在延长其病毒紧急状态，尽管奥运会显然很快就要举行了。印度的Covid危机仍在肆虐。在加沙，哈马斯宣布它故意向以色列在迪莫纳的核反应堆发射火箭，尽管火箭在顺风且距离不远，但火箭没有击中或被击落。<b>是时候再次推出这个迷因了。</b></blockquote></p><p> Of course, Wall Street wanting to get (stocks) high is hardly new: think of ‘<i>The Wolf of Wall Street</i>’. And<b>a world flooded with QE and central-bank intervention like cheap heroine can justify trading that looks like what one would normally do on a combination of laughing gas, poppers, and K.</b>But are we perhaps taking things too far? The PPI and CPI numbers, many claim, suggest we are close to a QE overdose as too much liquidity chases too many real world things. However, markets are going to market.</p><p><blockquote>当然，华尔街想要让（股票）走高并不是什么新鲜事：想想“<i>华尔街之狼</i>’.和<b>一个充斥着量化宽松和央行干预的世界，就像《廉价女英雄》一样，可以证明交易的合理性，这种交易看起来就像人们通常在笑气、爆米花和K的组合上所做的那样。</b>但我们是否做得太过分了？许多人声称，PPI和CPI数据表明，我们接近量化宽松过量，因为太多的流动性追逐了太多现实世界的东西。然而，市场正在走向市场。</blockquote></p><p> Indeed, at a micro level - literally - I think back to news from a few weeks ago that a US start-up dismissed its CEO because he took LSD before a meeting: he told Bloomberg he was experimenting by taking a limited amount of the drug, or micro-dosing, in an effort to<i>boost his focus</i>(!) Perhaps the most straight to the point one can make here is that anyone who thinks taking LSD before a business meeting<i>to enhance focus</i>really shouldn’t be in charge of anything. Even making a bowl of cereal. However, I can perhaps see what the CEO was trying to ‘grok’.</p><p><blockquote>事实上，在微观层面上——从字面上看——我回想起几周前的新闻，一家美国初创公司解雇了其首席执行官，因为他在会议前服用了LSD：他告诉彭博社，他正在尝试服用限量的药物，或微剂量，以努力<i>提高他的注意力</i>（！）也许这里最直截了当的是，任何认为在商务会议前服用迷幻药的人<i>增强专注力</i>真的不应该管任何事。甚至做一碗麦片。然而，我也许能看出首席执行官试图“探索”什么。</blockquote></p><p> Consider Hunter S Thompson and ‘Fear and Loathing in Las Vegas’. The book, and movie, are not exactly the stuff which Zoom or Teams meetings should replicate (though many of us may have been tempted to want to throw something electric into the bath at some point). Yet it isn’t just a hedonistic tale of Olympian proportions. It has genuine cultural, and even socio-economic significance. In the words of one reviewer, it “<i>holds an almost mythic quality in its mix of Gonzo reportage, drug frenzies, and soulful meditation of the Sixties’ generation of America. It reflects the loss of a utopia and chronicles its spiral into violence and mass cultural sell-out</i>.”</p><p><blockquote>想想亨特·S·汤普森和《拉斯维加斯的恐惧和厌恶》。这本书和电影并不完全是Zoom或团队会议应该复制的东西（尽管我们中的许多人可能在某个时候想把一些电动的东西扔进浴缸）。然而，这不仅仅是一个奥林匹克规模的享乐主义故事。它具有真正的文化，甚至社会经济意义。用一位评论家的话说，它“<i>它融合了Gonzo报告文学、毒品狂热和60年代美国一代的深情沉思，具有近乎神话般的品质。它反映了乌托邦的丧失，并记录了乌托邦陷入暴力和大规模文化出卖的过程</i>.”</blockquote></p><p> Far less splenetic, Huxley’s ‘<i>The Door of Perception</i>’ is all about trying to get a wider vision through psychedelic experience: “<i>The man who comes back through the Door in the Wall will never be quite the same as the man who went out. He will be wiser but less sure, happier but less self-satisfied, humbler in acknowledging his ignorance yet better equipped to understand the relationship of words to things, of systematic reasoning to the unfathomable mystery which it tries, forever vainly, to comprehend.</i>” Doesn’t that sound a better trading mind-set than “Buy all the things?”, or “Buy a crypto that insults Elon Musk with your life savings at 100 times leverage”?</p><p><blockquote>赫胥黎氏症的脾脏要少得多<i>感知之门</i>“一切都是为了通过迷幻体验获得更广阔的视野：”<i>从墙里的门回来的人永远不会和出去的人完全一样。他会更聪明，但不那么确定，更快乐，但不那么自满，更谦逊地承认自己的无知，但更有能力理解语言与事物的关系，更有能力系统地推理到深不可测的奥秘，而这些奥秘永远徒劳地试图理解。</i>“这听起来不是比“买下所有东西？”或“用你一生的积蓄以100倍的杠杆购买侮辱埃隆·马斯克的加密货币”更好的交易心态吗？</blockquote></p><p> Or turn back closer to Vegas and Yaqui psychedelic mysticism via Carlos Castaneda and ‘<i>The Teachings of Don Juan</i>’: “<i>The average man is hooked to his fellow men, while the warrior is hooked only to infinity</i>”; and “<i>A man of knowledge is one who has followed truthfully the hardships of learning, a man who has, without rushing or faltering, gone as far as he can in unravelling the secrets of personal power.</i>” One can see the ego trip involved in wanting to become a Man of Knowledge in markets (which the Don specifically warns about the dangers of, by the way).</p><p><blockquote>或者通过卡洛斯·卡斯塔涅达(Carlos Castaneda)和“<i>唐璜的教导</i>’:“<i>普通人被他的同胞所吸引，而战士只被无限所吸引</i>”;和“<i>一个有知识的人是一个忠实地追随学习的艰辛的人，一个不匆忙或犹豫地尽他所能揭开个人力量的秘密的人。</i>“人们可以看到想要成为市场知识的人所涉及的自我之旅（顺便说一下，唐特别警告了市场的危险）。</blockquote></p><p></p><p> <b>Yet all of that extra perception of how things</b><i><b>really</b></i><b>connect, and even the ability to turn into a crow, won’t help when it comes back to the simple fact that central banks are still pumping, and all the hawks have turned to doves.</b>Sometimes ignorance can be bliss.</p><p><blockquote><b>然而所有这些对事物如何运作的额外感知</b><i><b>真的</b></i><b>当回到央行仍在抽水、所有鹰派都转向鸽派这一简单事实时，连接，甚至变成乌鸦的能力都无济于事。</b>有时候无知也是福。</blockquote></p><p> My own personal, prosaic, and melancholy response is to harken back to an old movie from 70’s/80’s US narco-comedians Cheech and Chong --I forget which one-- where Chong is tripping in the back of a car while in drag, and wearing a feather boa. (“Because Cheech and Chong”.) At some point, he starts to get The Fear and wails to get the boa off of him because it’s alive. Cheech tries to calm him down that it is in fact dead. Which only sees Chong freak out even more because he has a<i>dead</i>object round his neck.</p><p><blockquote>我个人的、平淡无奇的、忧郁的反应是回想起70/80年代美国毒品喜剧演员Cheech和Chong的一部老电影——我忘了是哪一部了——在这部电影中，Chong穿着羽毛围巾在一辆汽车后座上绊倒。（“因为契奇和冲”。）在某个时候，他开始感到恐惧，哭着要把蟒蛇从他身上弄下来，因为它还活着。切奇试图让他平静下来，它实际上已经死了。这只会让Chong更加抓狂，因为他有一个<i>死的</i>他脖子上有物体。</blockquote></p><p> In short, there’s no ‘happy ending’ that springs to mind with all the conflating problems we have right now. Inflation and rate hikes? Bad. Inflation and no rate hikes? Still bad. Stagflation? Very bad. Deflation? Really bad. And let’s not get started on the underlying big picture risks.<b>Nonetheless, markets are going to market while they can: by focusing on getting (stocks) high.</b></p><p><blockquote>简而言之，我们现在面临的所有问题都没有“幸福的结局”。通货膨胀和加息？坏的。通货膨胀和不加息？还是很糟糕。滞胀？非常糟糕。通货紧缩？真的很糟糕。我们不要从潜在的大风险开始。<b>尽管如此，市场还是会在力所能及的时候入市：专注于让（股票）走高。</b></blockquote></p><p>   “  <i>No, this is not a good town for psychedelic drugs. Reality itself is too twisted.</i>” </p><p><blockquote>“<i>不，这不是迷幻药的好地方。现实本身就太扭曲了。</i>”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rabobank: Markets Decided To Get High Again Rather Than Grapple With Reality<blockquote>荷兰合作银行：市场决定再次走高，而不是与现实作斗争</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRabobank: Markets Decided To Get High Again Rather Than Grapple With Reality<blockquote>荷兰合作银行：市场决定再次走高，而不是与现实作斗争</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-05-14 21:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i>We were somewhere around Barstow on the edge of the desert when the drugs began to take hold. I remember saying something like \"I feel a bit lightheaded; maybe you should drive....\" And suddenly there was a terrible roar all around us and the sky was full of what looked like huge bats, all swooping and screeching and diving around the car, which was going about a hundred miles an hour with the top down to Las Vegas.</i></p><p><blockquote><i>当毒品开始流行时，我们正在沙漠边缘的巴斯托附近的某个地方。我记得我说过类似“我觉得有点头晕；也许你应该开车……”突然，我们周围传来可怕的轰鸣声，天空中充满了看起来像巨大蝙蝠的东西，它们在汽车周围俯冲、尖叫、俯冲，汽车正以每小时100英里的速度行驶，车顶向下驶向拉斯维加斯。</i></blockquote></p><p> <b>Yesterday’s US PPI number reinforced the giant custard pie factor of the CPI number</b>, soaring 0.6% m/m headline to 6.2% y/y and 0.7% m/m core to 4.1% y/y. In short, in the near term prices are going to get high. The market response: sell commodities and crypto, and buy stocks and bonds. In short,<b>markets decided to get high again too rather than grapple with reality.</b></p><p><blockquote><b>昨天的美国PPI数据强化了CPI数据的巨大奶油派因素</b>整体同比增长0.6%至6.2%，核心同比增长0.7%至4.1%。简而言之，短期内价格将会上涨。市场反应：卖出大宗商品和加密货币，买入股票和债券。总之，<b>市场也决定再次走高，而不是与现实作斗争。</b></blockquote></p><p> Yes, the Colonial pipeline is back on line, and so energy prices reversed. And despite Elon Musk<i>pumping</i>Dogecoin --because it was a day ending in ‘y’, and Tesla’s shares were dropping again?-- Colonial paid *Russian* hackers a ransom of USD5m IN CRYPTO, which could not make a clearer case for why the SEC might want to be step in. Yet to think risk is suddenly on again for real is an interesting lifestyle choice.</p><p><blockquote>是的，殖民地管道又上线了，所以能源价格逆转了。尽管埃隆·马斯克<i>抽水</i>狗狗币——因为这一天以“y”结尾，而特斯拉的股价又在下跌？——Colonial向*俄罗斯*黑客支付了500万美元的加密货币赎金，这无法更清楚地说明为什么SEC可能想要介入。然而，认为风险突然再次出现是一种有趣的生活方式选择。</blockquote></p><p> The pipeline cyberattack,<i>which put a swathe of key US military airbases out of operation(!)</i>, saw President Biden claim Russians were involved - but not the Russian government; that as he publicly announced the US is considering a response in kind. Will it be via the government, or just some people he knows in Langley, Virginia? Japan is extending its state of virus emergency, even as the Olympics is still apparently on very soon. India’s Covid crisis is still raging. And in Gaza, Hamas declared it deliberately fired rockets at Israel’s nuclear reactor in Dimona --which missed or were shot down-- despite being downwind and not far from it.<b>Time to roll outthis memeagain.</b></p><p><blockquote>管道网络攻击，<i>这使得一系列重要的美国空军基地停止运作（！）</i>拜登总统声称俄罗斯人参与其中，但不是俄罗斯政府；正如他公开宣布的那样，美国正在考虑以牙还牙。是通过政府，还是只是他在弗吉尼亚州兰利认识的一些人？日本正在延长其病毒紧急状态，尽管奥运会显然很快就要举行了。印度的Covid危机仍在肆虐。在加沙，哈马斯宣布它故意向以色列在迪莫纳的核反应堆发射火箭，尽管火箭在顺风且距离不远，但火箭没有击中或被击落。<b>是时候再次推出这个迷因了。</b></blockquote></p><p> Of course, Wall Street wanting to get (stocks) high is hardly new: think of ‘<i>The Wolf of Wall Street</i>’. And<b>a world flooded with QE and central-bank intervention like cheap heroine can justify trading that looks like what one would normally do on a combination of laughing gas, poppers, and K.</b>But are we perhaps taking things too far? The PPI and CPI numbers, many claim, suggest we are close to a QE overdose as too much liquidity chases too many real world things. However, markets are going to market.</p><p><blockquote>当然，华尔街想要让（股票）走高并不是什么新鲜事：想想“<i>华尔街之狼</i>’.和<b>一个充斥着量化宽松和央行干预的世界，就像《廉价女英雄》一样，可以证明交易的合理性，这种交易看起来就像人们通常在笑气、爆米花和K的组合上所做的那样。</b>但我们是否做得太过分了？许多人声称，PPI和CPI数据表明，我们接近量化宽松过量，因为太多的流动性追逐了太多现实世界的东西。然而，市场正在走向市场。</blockquote></p><p> Indeed, at a micro level - literally - I think back to news from a few weeks ago that a US start-up dismissed its CEO because he took LSD before a meeting: he told Bloomberg he was experimenting by taking a limited amount of the drug, or micro-dosing, in an effort to<i>boost his focus</i>(!) Perhaps the most straight to the point one can make here is that anyone who thinks taking LSD before a business meeting<i>to enhance focus</i>really shouldn’t be in charge of anything. Even making a bowl of cereal. However, I can perhaps see what the CEO was trying to ‘grok’.</p><p><blockquote>事实上，在微观层面上——从字面上看——我回想起几周前的新闻，一家美国初创公司解雇了其首席执行官，因为他在会议前服用了LSD：他告诉彭博社，他正在尝试服用限量的药物，或微剂量，以努力<i>提高他的注意力</i>（！）也许这里最直截了当的是，任何认为在商务会议前服用迷幻药的人<i>增强专注力</i>真的不应该管任何事。甚至做一碗麦片。然而，我也许能看出首席执行官试图“探索”什么。</blockquote></p><p> Consider Hunter S Thompson and ‘Fear and Loathing in Las Vegas’. The book, and movie, are not exactly the stuff which Zoom or Teams meetings should replicate (though many of us may have been tempted to want to throw something electric into the bath at some point). Yet it isn’t just a hedonistic tale of Olympian proportions. It has genuine cultural, and even socio-economic significance. In the words of one reviewer, it “<i>holds an almost mythic quality in its mix of Gonzo reportage, drug frenzies, and soulful meditation of the Sixties’ generation of America. It reflects the loss of a utopia and chronicles its spiral into violence and mass cultural sell-out</i>.”</p><p><blockquote>想想亨特·S·汤普森和《拉斯维加斯的恐惧和厌恶》。这本书和电影并不完全是Zoom或团队会议应该复制的东西（尽管我们中的许多人可能在某个时候想把一些电动的东西扔进浴缸）。然而，这不仅仅是一个奥林匹克规模的享乐主义故事。它具有真正的文化，甚至社会经济意义。用一位评论家的话说，它“<i>它融合了Gonzo报告文学、毒品狂热和60年代美国一代的深情沉思，具有近乎神话般的品质。它反映了乌托邦的丧失，并记录了乌托邦陷入暴力和大规模文化出卖的过程</i>.”</blockquote></p><p> Far less splenetic, Huxley’s ‘<i>The Door of Perception</i>’ is all about trying to get a wider vision through psychedelic experience: “<i>The man who comes back through the Door in the Wall will never be quite the same as the man who went out. He will be wiser but less sure, happier but less self-satisfied, humbler in acknowledging his ignorance yet better equipped to understand the relationship of words to things, of systematic reasoning to the unfathomable mystery which it tries, forever vainly, to comprehend.</i>” Doesn’t that sound a better trading mind-set than “Buy all the things?”, or “Buy a crypto that insults Elon Musk with your life savings at 100 times leverage”?</p><p><blockquote>赫胥黎氏症的脾脏要少得多<i>感知之门</i>“一切都是为了通过迷幻体验获得更广阔的视野：”<i>从墙里的门回来的人永远不会和出去的人完全一样。他会更聪明，但不那么确定，更快乐，但不那么自满，更谦逊地承认自己的无知，但更有能力理解语言与事物的关系，更有能力系统地推理到深不可测的奥秘，而这些奥秘永远徒劳地试图理解。</i>“这听起来不是比“买下所有东西？”或“用你一生的积蓄以100倍的杠杆购买侮辱埃隆·马斯克的加密货币”更好的交易心态吗？</blockquote></p><p> Or turn back closer to Vegas and Yaqui psychedelic mysticism via Carlos Castaneda and ‘<i>The Teachings of Don Juan</i>’: “<i>The average man is hooked to his fellow men, while the warrior is hooked only to infinity</i>”; and “<i>A man of knowledge is one who has followed truthfully the hardships of learning, a man who has, without rushing or faltering, gone as far as he can in unravelling the secrets of personal power.</i>” One can see the ego trip involved in wanting to become a Man of Knowledge in markets (which the Don specifically warns about the dangers of, by the way).</p><p><blockquote>或者通过卡洛斯·卡斯塔涅达(Carlos Castaneda)和“<i>唐璜的教导</i>’:“<i>普通人被他的同胞所吸引，而战士只被无限所吸引</i>”;和“<i>一个有知识的人是一个忠实地追随学习的艰辛的人，一个不匆忙或犹豫地尽他所能揭开个人力量的秘密的人。</i>“人们可以看到想要成为市场知识的人所涉及的自我之旅（顺便说一下，唐特别警告了市场的危险）。</blockquote></p><p></p><p> <b>Yet all of that extra perception of how things</b><i><b>really</b></i><b>connect, and even the ability to turn into a crow, won’t help when it comes back to the simple fact that central banks are still pumping, and all the hawks have turned to doves.</b>Sometimes ignorance can be bliss.</p><p><blockquote><b>然而所有这些对事物如何运作的额外感知</b><i><b>真的</b></i><b>当回到央行仍在抽水、所有鹰派都转向鸽派这一简单事实时，连接，甚至变成乌鸦的能力都无济于事。</b>有时候无知也是福。</blockquote></p><p> My own personal, prosaic, and melancholy response is to harken back to an old movie from 70’s/80’s US narco-comedians Cheech and Chong --I forget which one-- where Chong is tripping in the back of a car while in drag, and wearing a feather boa. (“Because Cheech and Chong”.) At some point, he starts to get The Fear and wails to get the boa off of him because it’s alive. Cheech tries to calm him down that it is in fact dead. Which only sees Chong freak out even more because he has a<i>dead</i>object round his neck.</p><p><blockquote>我个人的、平淡无奇的、忧郁的反应是回想起70/80年代美国毒品喜剧演员Cheech和Chong的一部老电影——我忘了是哪一部了——在这部电影中，Chong穿着羽毛围巾在一辆汽车后座上绊倒。（“因为契奇和冲”。）在某个时候，他开始感到恐惧，哭着要把蟒蛇从他身上弄下来，因为它还活着。切奇试图让他平静下来，它实际上已经死了。这只会让Chong更加抓狂，因为他有一个<i>死的</i>他脖子上有物体。</blockquote></p><p> In short, there’s no ‘happy ending’ that springs to mind with all the conflating problems we have right now. Inflation and rate hikes? Bad. Inflation and no rate hikes? Still bad. Stagflation? Very bad. Deflation? Really bad. And let’s not get started on the underlying big picture risks.<b>Nonetheless, markets are going to market while they can: by focusing on getting (stocks) high.</b></p><p><blockquote>简而言之，我们现在面临的所有问题都没有“幸福的结局”。通货膨胀和加息？坏的。通货膨胀和不加息？还是很糟糕。滞胀？非常糟糕。通货紧缩？真的很糟糕。我们不要从潜在的大风险开始。<b>尽管如此，市场还是会在力所能及的时候入市：专注于让（股票）走高。</b></blockquote></p><p>   “  <i>No, this is not a good town for psychedelic drugs. Reality itself is too twisted.</i>” </p><p><blockquote>“<i>不，这不是迷幻药的好地方。现实本身就太扭曲了。</i>”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/rabobank-markets-decided-get-high-again-rather-grapple-reality?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/rabobank-markets-decided-get-high-again-rather-grapple-reality?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157891284","content_text":"We were somewhere around Barstow on the edge of the desert when the drugs began to take hold. I remember saying something like \"I feel a bit lightheaded; maybe you should drive....\" And suddenly there was a terrible roar all around us and the sky was full of what looked like huge bats, all swooping and screeching and diving around the car, which was going about a hundred miles an hour with the top down to Las Vegas.\nYesterday’s US PPI number reinforced the giant custard pie factor of the CPI number, soaring 0.6% m/m headline to 6.2% y/y and 0.7% m/m core to 4.1% y/y. In short, in the near term prices are going to get high. The market response: sell commodities and crypto, and buy stocks and bonds. In short,markets decided to get high again too rather than grapple with reality.\nYes, the Colonial pipeline is back on line, and so energy prices reversed. And despite Elon MuskpumpingDogecoin --because it was a day ending in ‘y’, and Tesla’s shares were dropping again?-- Colonial paid *Russian* hackers a ransom of USD5m IN CRYPTO, which could not make a clearer case for why the SEC might want to be step in. Yet to think risk is suddenly on again for real is an interesting lifestyle choice.\nThe pipeline cyberattack,which put a swathe of key US military airbases out of operation(!), saw President Biden claim Russians were involved - but not the Russian government; that as he publicly announced the US is considering a response in kind. Will it be via the government, or just some people he knows in Langley, Virginia? Japan is extending its state of virus emergency, even as the Olympics is still apparently on very soon. India’s Covid crisis is still raging. And in Gaza, Hamas declared it deliberately fired rockets at Israel’s nuclear reactor in Dimona --which missed or were shot down-- despite being downwind and not far from it.Time to roll outthis memeagain.\nOf course, Wall Street wanting to get (stocks) high is hardly new: think of ‘The Wolf of Wall Street’. Anda world flooded with QE and central-bank intervention like cheap heroine can justify trading that looks like what one would normally do on a combination of laughing gas, poppers, and K.But are we perhaps taking things too far? The PPI and CPI numbers, many claim, suggest we are close to a QE overdose as too much liquidity chases too many real world things. However, markets are going to market.\nIndeed, at a micro level - literally - I think back to news from a few weeks ago that a US start-up dismissed its CEO because he took LSD before a meeting: he told Bloomberg he was experimenting by taking a limited amount of the drug, or micro-dosing, in an effort toboost his focus(!) Perhaps the most straight to the point one can make here is that anyone who thinks taking LSD before a business meetingto enhance focusreally shouldn’t be in charge of anything. Even making a bowl of cereal. However, I can perhaps see what the CEO was trying to ‘grok’.\nConsider Hunter S Thompson and ‘Fear and Loathing in Las Vegas’. The book, and movie, are not exactly the stuff which Zoom or Teams meetings should replicate (though many of us may have been tempted to want to throw something electric into the bath at some point). Yet it isn’t just a hedonistic tale of Olympian proportions. It has genuine cultural, and even socio-economic significance. In the words of one reviewer, it “holds an almost mythic quality in its mix of Gonzo reportage, drug frenzies, and soulful meditation of the Sixties’ generation of America. It reflects the loss of a utopia and chronicles its spiral into violence and mass cultural sell-out.”\nFar less splenetic, Huxley’s ‘The Door of Perception’ is all about trying to get a wider vision through psychedelic experience: “The man who comes back through the Door in the Wall will never be quite the same as the man who went out. He will be wiser but less sure, happier but less self-satisfied, humbler in acknowledging his ignorance yet better equipped to understand the relationship of words to things, of systematic reasoning to the unfathomable mystery which it tries, forever vainly, to comprehend.” Doesn’t that sound a better trading mind-set than “Buy all the things?”, or “Buy a crypto that insults Elon Musk with your life savings at 100 times leverage”?\nOr turn back closer to Vegas and Yaqui psychedelic mysticism via Carlos Castaneda and ‘The Teachings of Don Juan’: “The average man is hooked to his fellow men, while the warrior is hooked only to infinity”; and “A man of knowledge is one who has followed truthfully the hardships of learning, a man who has, without rushing or faltering, gone as far as he can in unravelling the secrets of personal power.” One can see the ego trip involved in wanting to become a Man of Knowledge in markets (which the Don specifically warns about the dangers of, by the way).\nYet all of that extra perception of how thingsreallyconnect, and even the ability to turn into a crow, won’t help when it comes back to the simple fact that central banks are still pumping, and all the hawks have turned to doves.Sometimes ignorance can be bliss.\nMy own personal, prosaic, and melancholy response is to harken back to an old movie from 70’s/80’s US narco-comedians Cheech and Chong --I forget which one-- where Chong is tripping in the back of a car while in drag, and wearing a feather boa. (“Because Cheech and Chong”.) At some point, he starts to get The Fear and wails to get the boa off of him because it’s alive. Cheech tries to calm him down that it is in fact dead. Which only sees Chong freak out even more because he has adeadobject round his neck.\nIn short, there’s no ‘happy ending’ that springs to mind with all the conflating problems we have right now. Inflation and rate hikes? Bad. Inflation and no rate hikes? Still bad. Stagflation? Very bad. Deflation? Really bad. And let’s not get started on the underlying big picture risks.Nonetheless, markets are going to market while they can: by focusing on getting (stocks) high.\n\n “\n No, this is not a good town for psychedelic drugs. Reality itself is too twisted.”","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196812511,"gmtCreate":1621041768833,"gmtModify":1634194385981,"author":{"id":"3578864122846561","authorId":"3578864122846561","name":"jducky","avatar":"https://static.tigerbbs.com/b5e9d246c2589c25d04edd4761a140e3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578864122846561","idStr":"3578864122846561"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196812511","repostId":"1192552539","repostType":4,"repost":{"id":"1192552539","kind":"news","pubTimestamp":1620993011,"share":"https://www.laohu8.com/m/news/1192552539?lang=zh_CN&edition=full","pubTime":"2021-05-14 19:50","market":"us","language":"en","title":"Was The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的投资者对雪花的看法是正确的吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192552539","media":"Insider Monkey","summary":"The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when","content":"<p>The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 887 world-class investment firms that we track and now have access to the collective wisdom contained in these filings, which are based on their December 31st holdings, data that is available nowhere else. Should you consider Snowflake Inc (NYSE:SNOW) for your portfolio? We'll look to this invaluable collective wisdom for the answer.</p><p><blockquote>最新的13F报告期来了又去，Insider Monkey在利用这座数据金矿方面再次走在了前列。我们已经处理了我们跟踪的超过887家世界级投资公司的文件，现在可以获得这些文件中包含的集体智慧，这些文件基于他们12月31日的持股，而这些数据在其他地方是无法获得的。您应该考虑将Snowflake Inc（纽约证券交易所股票代码：SNOW）作为您的投资组合吗？我们将从这种无价的集体智慧中寻找答案。</blockquote></p><p>Snowflake Inc (NYSE:SNOW) was in 54 hedge funds' portfolios at the end of December. The all time high for this statistic is 59. SNOW investors should be aware of a decrease in activity from the world's largest hedge funds lately. There were 59 hedge funds in our database with SNOW positions at the end of the third quarter. Our calculations also showed that SNOW isn't among the30 most popular stocks among hedge funds</p><p><blockquote>截至12月底，Snowflake Inc（纽约证券交易所股票代码：SNOW）参与了54家对冲基金的投资组合。这一统计数据的历史最高值是59。SNOW投资者应该意识到最近全球最大对冲基金的活动有所减少。截至第三季度末，我们的数据库中有59家对冲基金持有SNOW头寸。我们的计算还显示，SNOW并未跻身对冲基金最受欢迎的30只股票之列</blockquote></p><p>In the financial world there are a lot of gauges shareholders can use to value stocks. A pair of the best gauges are hedge fund and insider trading sentiment. Our researchers have shown that, historically, those who follow the best picks of the elite investment managers can trounce the S&amp;P 500 by a healthy amount (see the details here). Also, our monthly newsletter's portfolio of long stock picks returned 197% since March 2017 (through March 2021) and beat the S&amp;P 500 Index by 124 percentage points. You can download a sample issue of this newsletteron our website.</p><p><blockquote>在金融界，股东可以使用许多指标来评估股票。两个最好的衡量标准是对冲基金和内幕交易情绪。我们的研究人员表明，从历史上看，那些追随精英投资经理最佳选择的人可以大幅击败标普500（详情请参阅此处）。此外，自2017年3月（截至2021年3月）以来，我们每月通讯的多头精选投资组合的回报率为197%，比标普500指数高出124个百分点。你可以在我们的网站上下载这份时事通讯的样本。</blockquote></p><p>At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like this<b>emerging lithium stock</b>. We go through lists like the 10best hydrogen fuel cell stocksto pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter onour homepage. Now let's go over the new hedge fund action surrounding Snowflake Inc (NYSE:SNOW).</p><p><blockquote>在Insider Monkey，我们不遗余力地寻找下一个伟大的投资理念。例如，锂矿开采是目前增长最快的行业之一，因此我们正在查看这样的股票推介<b>新兴锂股</b>.我们浏览了10只最佳氢燃料电池股票等列表，以选择下一只将带来10倍回报的特斯拉。尽管我们只推荐我们分析的一小部分公司的头寸，但我们会尽可能多地检查股票。我们阅读对冲基金投资者的信件，并在对冲基金会议上聆听股票推介。你可以在我们的主页上订阅我们免费的每日时事通讯。现在让我们回顾一下围绕Snowflake Inc（纽约证券交易所股票代码：SNOW）的新对冲基金行动。</blockquote></p><p><b>Do Hedge Funds Think SNOW Is A Good Stock To Buy Now?</b></p><p><blockquote><b>对冲基金认为SNOW是现在值得买入的好股票吗？</b></blockquote></p><p>At the end of the fourth quarter, a total of 54 of the hedge funds tracked by Insider Monkey were long this stock, a change of -8% from one quarter earlier. By comparison, 0 hedge funds held shares or bullish call options in SNOW a year ago. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.</p><p><blockquote>截至第四季度末，Insider Monkey追踪的对冲基金中共有54家做多该股，较一季度前变化为-8%。相比之下，一年前，0家对冲基金持有SNOW股票或看涨看涨期权期权。因此，让我们回顾一下哪些对冲基金是该股票的最大持有者以及哪些对冲基金正在采取重大举措。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4400031cb0ca8ff68d9411bb5919278e\" tg-width=\"680\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>More specifically,Altimeter Capital Managementwas the largest shareholder of Snowflake Inc (NYSE:SNOW), with a stake worth $2670.9 million reported as of the end of December. Trailing Altimeter Capital Management was Berkshire Hathaway, which amassed a stake valued at $1723.7 million. Coatue Management, Tiger Global Management LLC, and D1 Capital Partners were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Altimeter Capital Management allocated the biggest weight to Snowflake Inc (NYSE:SNOW), around 24.71% of its 13F portfolio.3G Capitalis also relatively very bullish on the stock, setting aside 9.45 percent of its 13F equity portfolio to SNOW.</p><p><blockquote>更具体地说，Altimeter Capital Management是Snowflake Inc（纽约证券交易所股票代码：SNOW）的最大股东，截至12月底，其持股价值26.709亿美元。紧随Altimeter Capital Management之后的是伯克希尔哈撒韦公司，该公司持有了价值17.237亿美元的股份。Coatue Management、Tiger Global Management LLC和D1 Capital Partners也非常喜欢该股，成为该公司最大的对冲基金持有者之一。就分配给每个头寸的投资组合权重而言，Altimeter Capital Management将最大的权重分配给了Snowflake Inc（纽约证券交易所股票代码：SNOW），约占其13F投资组合的24.71%。3G Capitalis也相对非常看好该股，将其13F股票投资组合的9.45%分配给SNOW。</blockquote></p><p>Seeing as Snowflake Inc (NYSE:SNOW) has witnessed a decline in interest from the aggregate hedge fund industry, it's easy to see that there were a few money managers that decided to sell off their full holdings last quarter. Interestingly, Dmitry Balyasny'sBalyasny Asset Managementsaid goodbye to the biggest stake of all the hedgies monitored by Insider Monkey, totaling close to $47.3 million in stock. Karthik Sarma's fund,SRS Investment Management, also sold off its stock, about $35.1 million worth. These bearish behaviors are interesting, as aggregate hedge fund interest dropped by 5 funds last quarter.</p><p><blockquote>鉴于Snowflake Inc（纽约证券交易所股票代码：SNOW）整个对冲基金行业的兴趣下降，很容易看出有一些基金经理决定在上个季度出售其全部持股。有趣的是，德米特里·巴利亚斯尼(Dmitry Balyasny)的巴利亚斯尼资产管理公司(Balyasny Asset Management)告别了Insider Monkey监控的所有对冲基金中最大的股份，股票总额接近4730万美元。Karthik Sarma的基金SRS Investment Management也出售了价值约3510万美元的股票。这些看跌行为很有趣，因为上季度对冲基金的总兴趣下降了5只基金。</blockquote></p><p>Let's also examine hedge fund activity in other stocks - not necessarily in the same industry as Snowflake Inc (NYSE:SNOW) but similarly valued. We will take a look at S&amp;P Global Inc. (NYSE:SPGI), Applied Materials, Inc. (NASDAQ:AMAT), Zoetis Inc (NYSE:ZTS), Canadian National Railway Company (NYSE:CNI), Altria Group Inc (NYSE:MO), Fiserv, Inc. (NASDAQ:FISV), and NIO Inc. (NYSE:NIO). This group of stocks' market caps resemble SNOW's market cap.</p><p><blockquote>让我们也看看其他股票的对冲基金活动——不一定与Snowflake Inc（纽约证券交易所股票代码：SNOW）属于同一行业，但估值相似。我们将看看S&amp;P Global Inc.（纽约证券交易所代码：SPGI）、应用材料公司（纳斯达克证券交易所代码：AMAT）、硕腾公司（纽约证券交易所代码：ZTS）、加拿大国家铁路公司（纽约证券交易所代码：CNI）、奥驰亚集团公司（纽约证券交易所代码：MO）、Fiserv公司（纳斯达克证券交易所代码：FISV）和蔚来（纽约证券交易所代码：蔚来）。这组股票的市值与SNOW的市值相似。</blockquote></p><p>[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/table]</p><p><blockquote>[表]股票代码、持仓HF数量、HF持仓总值(x1000)、HF持仓变化SPGI, 75,380 785 9, 4 AMAT, 61,363 222 7, 2 ZTS, 61,238 969 7, 3 CNI, 31,218 896 3, 5 MO, 37,108 266 1,-10 FISV, 94,517 8126, 4蔚来, 34,263 401 3,-1平均值, 56.1, 2987649, 1[/表]</blockquote></p><p>View table hereif you experience formatting issues.</p><p><blockquote>如果您遇到格式问题，请在此处查看表格。</blockquote></p><p></p><p>As you can see these stocks had an average of 56.1 hedge funds with bullish positions and the average amount invested in these stocks was $2988 million. That figure was $7723 million in SNOW's case. Fiserv, Inc. (NASDAQ:FISV) is the most popular stock in this table. On the other hand Canadian National Railway Company (NYSE:) is the least popular one with only 31 bullish hedge fund positions. Snowflake Inc (NYSE:SNOW) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for SNOW is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed thattop 10 most popular stocksamong hedge funds returned 90.7% in 2019 and 2020, and outperformed the S&amp;P 500 ETF (SPY) by 35 percentage points. These stocks gained 13.6% in 2021 through April 30th and surpassed the market again by 1.6 percentage points. Unfortunately SNOW wasn't nearly as popular as these 10 stocks (hedge fund sentiment was quite bearish); SNOW investors were disappointed as the stock returned -17.7% since the end of December (through 4/30) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out thetop 10 most popular stocksamong hedge funds as most of these stocks already outperformed the market in 2020.</p><p><blockquote>正如您所看到的，这些股票平均有56.1个对冲基金持有看涨头寸，这些股票的平均投资金额为29.88亿美元。斯诺案中的这一数字为77.23亿美元。Fiserv，Inc.（纳斯达克：FISV）是这张表中最受欢迎的股票。另一方面，加拿大国家铁路公司(NYSE：)是最不受欢迎的公司，只有31个看涨对冲基金头寸。Snowflake Inc（纽约证券交易所股票代码：SNOW）并不是该组中最不受欢迎的股票，但对冲基金的兴趣仍低于平均水平。我们对SNOW的总体对冲基金情绪评分为45.7。相对于其他股票以及相对于其历史范围，对冲基金头寸数量较多的股票获得较高的情绪得分。这是一个稍微负面的信号，我们宁愿花时间研究对冲基金正在买入的股票。我们的计算显示，2019年和2020年对冲基金最受欢迎的10只股票的回报率为90.7%，比标普500 ETF（SPDR标普500指数ETF）高出35个百分点。截至4月30日，这些股票在2021年上涨了13.6%，再次跑赢大盘1.6个百分点。不幸的是，SNOW远不如这10只股票那么受欢迎（对冲基金情绪相当悲观）；SNOW投资者感到失望，因为该股自12月底（截至4月30日）以来回报率为-17.7%，表现逊于市场。如果您有兴趣投资具有巨大上涨潜力的大盘股，您应该查看对冲基金最受欢迎的10只股票，因为其中大多数股票在2020年的表现已经跑赢了市场。</blockquote></p><p></p>","source":"lsy1606273129822","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Was The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的投资者对雪花的看法是正确的吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWas The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的投资者对雪花的看法是正确的吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Insider Monkey</strong><span class=\"h-time small\">2021-05-14 19:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 887 world-class investment firms that we track and now have access to the collective wisdom contained in these filings, which are based on their December 31st holdings, data that is available nowhere else. Should you consider Snowflake Inc (NYSE:SNOW) for your portfolio? We'll look to this invaluable collective wisdom for the answer.</p><p><blockquote>最新的13F报告期来了又去，Insider Monkey在利用这座数据金矿方面再次走在了前列。我们已经处理了我们跟踪的超过887家世界级投资公司的文件，现在可以获得这些文件中包含的集体智慧，这些文件基于他们12月31日的持股，而这些数据在其他地方是无法获得的。您应该考虑将Snowflake Inc（纽约证券交易所股票代码：SNOW）作为您的投资组合吗？我们将从这种无价的集体智慧中寻找答案。</blockquote></p><p>Snowflake Inc (NYSE:SNOW) was in 54 hedge funds' portfolios at the end of December. The all time high for this statistic is 59. SNOW investors should be aware of a decrease in activity from the world's largest hedge funds lately. There were 59 hedge funds in our database with SNOW positions at the end of the third quarter. Our calculations also showed that SNOW isn't among the30 most popular stocks among hedge funds</p><p><blockquote>截至12月底，Snowflake Inc（纽约证券交易所股票代码：SNOW）参与了54家对冲基金的投资组合。这一统计数据的历史最高值是59。SNOW投资者应该意识到最近全球最大对冲基金的活动有所减少。截至第三季度末，我们的数据库中有59家对冲基金持有SNOW头寸。我们的计算还显示，SNOW并未跻身对冲基金最受欢迎的30只股票之列</blockquote></p><p>In the financial world there are a lot of gauges shareholders can use to value stocks. A pair of the best gauges are hedge fund and insider trading sentiment. Our researchers have shown that, historically, those who follow the best picks of the elite investment managers can trounce the S&amp;P 500 by a healthy amount (see the details here). Also, our monthly newsletter's portfolio of long stock picks returned 197% since March 2017 (through March 2021) and beat the S&amp;P 500 Index by 124 percentage points. You can download a sample issue of this newsletteron our website.</p><p><blockquote>在金融界，股东可以使用许多指标来评估股票。两个最好的衡量标准是对冲基金和内幕交易情绪。我们的研究人员表明，从历史上看，那些追随精英投资经理最佳选择的人可以大幅击败标普500（详情请参阅此处）。此外，自2017年3月（截至2021年3月）以来，我们每月通讯的多头精选投资组合的回报率为197%，比标普500指数高出124个百分点。你可以在我们的网站上下载这份时事通讯的样本。</blockquote></p><p>At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like this<b>emerging lithium stock</b>. We go through lists like the 10best hydrogen fuel cell stocksto pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter onour homepage. Now let's go over the new hedge fund action surrounding Snowflake Inc (NYSE:SNOW).</p><p><blockquote>在Insider Monkey，我们不遗余力地寻找下一个伟大的投资理念。例如，锂矿开采是目前增长最快的行业之一，因此我们正在查看这样的股票推介<b>新兴锂股</b>.我们浏览了10只最佳氢燃料电池股票等列表，以选择下一只将带来10倍回报的特斯拉。尽管我们只推荐我们分析的一小部分公司的头寸，但我们会尽可能多地检查股票。我们阅读对冲基金投资者的信件，并在对冲基金会议上聆听股票推介。你可以在我们的主页上订阅我们免费的每日时事通讯。现在让我们回顾一下围绕Snowflake Inc（纽约证券交易所股票代码：SNOW）的新对冲基金行动。</blockquote></p><p><b>Do Hedge Funds Think SNOW Is A Good Stock To Buy Now?</b></p><p><blockquote><b>对冲基金认为SNOW是现在值得买入的好股票吗？</b></blockquote></p><p>At the end of the fourth quarter, a total of 54 of the hedge funds tracked by Insider Monkey were long this stock, a change of -8% from one quarter earlier. By comparison, 0 hedge funds held shares or bullish call options in SNOW a year ago. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.</p><p><blockquote>截至第四季度末，Insider Monkey追踪的对冲基金中共有54家做多该股，较一季度前变化为-8%。相比之下，一年前，0家对冲基金持有SNOW股票或看涨看涨期权期权。因此，让我们回顾一下哪些对冲基金是该股票的最大持有者以及哪些对冲基金正在采取重大举措。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4400031cb0ca8ff68d9411bb5919278e\" tg-width=\"680\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>More specifically,Altimeter Capital Managementwas the largest shareholder of Snowflake Inc (NYSE:SNOW), with a stake worth $2670.9 million reported as of the end of December. Trailing Altimeter Capital Management was Berkshire Hathaway, which amassed a stake valued at $1723.7 million. Coatue Management, Tiger Global Management LLC, and D1 Capital Partners were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Altimeter Capital Management allocated the biggest weight to Snowflake Inc (NYSE:SNOW), around 24.71% of its 13F portfolio.3G Capitalis also relatively very bullish on the stock, setting aside 9.45 percent of its 13F equity portfolio to SNOW.</p><p><blockquote>更具体地说，Altimeter Capital Management是Snowflake Inc（纽约证券交易所股票代码：SNOW）的最大股东，截至12月底，其持股价值26.709亿美元。紧随Altimeter Capital Management之后的是伯克希尔哈撒韦公司，该公司持有了价值17.237亿美元的股份。Coatue Management、Tiger Global Management LLC和D1 Capital Partners也非常喜欢该股，成为该公司最大的对冲基金持有者之一。就分配给每个头寸的投资组合权重而言，Altimeter Capital Management将最大的权重分配给了Snowflake Inc（纽约证券交易所股票代码：SNOW），约占其13F投资组合的24.71%。3G Capitalis也相对非常看好该股，将其13F股票投资组合的9.45%分配给SNOW。</blockquote></p><p>Seeing as Snowflake Inc (NYSE:SNOW) has witnessed a decline in interest from the aggregate hedge fund industry, it's easy to see that there were a few money managers that decided to sell off their full holdings last quarter. Interestingly, Dmitry Balyasny'sBalyasny Asset Managementsaid goodbye to the biggest stake of all the hedgies monitored by Insider Monkey, totaling close to $47.3 million in stock. Karthik Sarma's fund,SRS Investment Management, also sold off its stock, about $35.1 million worth. These bearish behaviors are interesting, as aggregate hedge fund interest dropped by 5 funds last quarter.</p><p><blockquote>鉴于Snowflake Inc（纽约证券交易所股票代码：SNOW）整个对冲基金行业的兴趣下降，很容易看出有一些基金经理决定在上个季度出售其全部持股。有趣的是，德米特里·巴利亚斯尼(Dmitry Balyasny)的巴利亚斯尼资产管理公司(Balyasny Asset Management)告别了Insider Monkey监控的所有对冲基金中最大的股份，股票总额接近4730万美元。Karthik Sarma的基金SRS Investment Management也出售了价值约3510万美元的股票。这些看跌行为很有趣，因为上季度对冲基金的总兴趣下降了5只基金。</blockquote></p><p>Let's also examine hedge fund activity in other stocks - not necessarily in the same industry as Snowflake Inc (NYSE:SNOW) but similarly valued. We will take a look at S&amp;P Global Inc. (NYSE:SPGI), Applied Materials, Inc. (NASDAQ:AMAT), Zoetis Inc (NYSE:ZTS), Canadian National Railway Company (NYSE:CNI), Altria Group Inc (NYSE:MO), Fiserv, Inc. (NASDAQ:FISV), and NIO Inc. (NYSE:NIO). This group of stocks' market caps resemble SNOW's market cap.</p><p><blockquote>让我们也看看其他股票的对冲基金活动——不一定与Snowflake Inc（纽约证券交易所股票代码：SNOW）属于同一行业，但估值相似。我们将看看S&amp;P Global Inc.（纽约证券交易所代码：SPGI）、应用材料公司（纳斯达克证券交易所代码：AMAT）、硕腾公司（纽约证券交易所代码：ZTS）、加拿大国家铁路公司（纽约证券交易所代码：CNI）、奥驰亚集团公司（纽约证券交易所代码：MO）、Fiserv公司（纳斯达克证券交易所代码：FISV）和蔚来（纽约证券交易所代码：蔚来）。这组股票的市值与SNOW的市值相似。</blockquote></p><p>[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/table]</p><p><blockquote>[表]股票代码、持仓HF数量、HF持仓总值(x1000)、HF持仓变化SPGI, 75,380 785 9, 4 AMAT, 61,363 222 7, 2 ZTS, 61,238 969 7, 3 CNI, 31,218 896 3, 5 MO, 37,108 266 1,-10 FISV, 94,517 8126, 4蔚来, 34,263 401 3,-1平均值, 56.1, 2987649, 1[/表]</blockquote></p><p>View table hereif you experience formatting issues.</p><p><blockquote>如果您遇到格式问题，请在此处查看表格。</blockquote></p><p></p><p>As you can see these stocks had an average of 56.1 hedge funds with bullish positions and the average amount invested in these stocks was $2988 million. That figure was $7723 million in SNOW's case. Fiserv, Inc. (NASDAQ:FISV) is the most popular stock in this table. On the other hand Canadian National Railway Company (NYSE:) is the least popular one with only 31 bullish hedge fund positions. Snowflake Inc (NYSE:SNOW) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for SNOW is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed thattop 10 most popular stocksamong hedge funds returned 90.7% in 2019 and 2020, and outperformed the S&amp;P 500 ETF (SPY) by 35 percentage points. These stocks gained 13.6% in 2021 through April 30th and surpassed the market again by 1.6 percentage points. Unfortunately SNOW wasn't nearly as popular as these 10 stocks (hedge fund sentiment was quite bearish); SNOW investors were disappointed as the stock returned -17.7% since the end of December (through 4/30) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out thetop 10 most popular stocksamong hedge funds as most of these stocks already outperformed the market in 2020.</p><p><blockquote>正如您所看到的，这些股票平均有56.1个对冲基金持有看涨头寸，这些股票的平均投资金额为29.88亿美元。斯诺案中的这一数字为77.23亿美元。Fiserv，Inc.（纳斯达克：FISV）是这张表中最受欢迎的股票。另一方面，加拿大国家铁路公司(NYSE：)是最不受欢迎的公司，只有31个看涨对冲基金头寸。Snowflake Inc（纽约证券交易所股票代码：SNOW）并不是该组中最不受欢迎的股票，但对冲基金的兴趣仍低于平均水平。我们对SNOW的总体对冲基金情绪评分为45.7。相对于其他股票以及相对于其历史范围，对冲基金头寸数量较多的股票获得较高的情绪得分。这是一个稍微负面的信号，我们宁愿花时间研究对冲基金正在买入的股票。我们的计算显示，2019年和2020年对冲基金最受欢迎的10只股票的回报率为90.7%，比标普500 ETF（SPDR标普500指数ETF）高出35个百分点。截至4月30日，这些股票在2021年上涨了13.6%，再次跑赢大盘1.6个百分点。不幸的是，SNOW远不如这10只股票那么受欢迎（对冲基金情绪相当悲观）；SNOW投资者感到失望，因为该股自12月底（截至4月30日）以来回报率为-17.7%，表现逊于市场。如果您有兴趣投资具有巨大上涨潜力的大盘股，您应该查看对冲基金最受欢迎的10只股票，因为其中大多数股票在2020年的表现已经跑赢了市场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/smart-money-snowflake-inc-snow-131851158.html\">Insider Monkey</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://finance.yahoo.com/news/smart-money-snowflake-inc-snow-131851158.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192552539","content_text":"The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 887 world-class investment firms that we track and now have access to the collective wisdom contained in these filings, which are based on their December 31st holdings, data that is available nowhere else. Should you consider Snowflake Inc (NYSE:SNOW) for your portfolio? We'll look to this invaluable collective wisdom for the answer.Snowflake Inc (NYSE:SNOW) was in 54 hedge funds' portfolios at the end of December. The all time high for this statistic is 59. SNOW investors should be aware of a decrease in activity from the world's largest hedge funds lately. There were 59 hedge funds in our database with SNOW positions at the end of the third quarter. Our calculations also showed that SNOW isn't among the30 most popular stocks among hedge fundsIn the financial world there are a lot of gauges shareholders can use to value stocks. A pair of the best gauges are hedge fund and insider trading sentiment. Our researchers have shown that, historically, those who follow the best picks of the elite investment managers can trounce the S&P 500 by a healthy amount (see the details here). Also, our monthly newsletter's portfolio of long stock picks returned 197% since March 2017 (through March 2021) and beat the S&P 500 Index by 124 percentage points. You can download a sample issue of this newsletteron our website.At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like thisemerging lithium stock. We go through lists like the 10best hydrogen fuel cell stocksto pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter onour homepage. Now let's go over the new hedge fund action surrounding Snowflake Inc (NYSE:SNOW).Do Hedge Funds Think SNOW Is A Good Stock To Buy Now?At the end of the fourth quarter, a total of 54 of the hedge funds tracked by Insider Monkey were long this stock, a change of -8% from one quarter earlier. By comparison, 0 hedge funds held shares or bullish call options in SNOW a year ago. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.More specifically,Altimeter Capital Managementwas the largest shareholder of Snowflake Inc (NYSE:SNOW), with a stake worth $2670.9 million reported as of the end of December. Trailing Altimeter Capital Management was Berkshire Hathaway, which amassed a stake valued at $1723.7 million. Coatue Management, Tiger Global Management LLC, and D1 Capital Partners were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Altimeter Capital Management allocated the biggest weight to Snowflake Inc (NYSE:SNOW), around 24.71% of its 13F portfolio.3G Capitalis also relatively very bullish on the stock, setting aside 9.45 percent of its 13F equity portfolio to SNOW.Seeing as Snowflake Inc (NYSE:SNOW) has witnessed a decline in interest from the aggregate hedge fund industry, it's easy to see that there were a few money managers that decided to sell off their full holdings last quarter. Interestingly, Dmitry Balyasny'sBalyasny Asset Managementsaid goodbye to the biggest stake of all the hedgies monitored by Insider Monkey, totaling close to $47.3 million in stock. Karthik Sarma's fund,SRS Investment Management, also sold off its stock, about $35.1 million worth. These bearish behaviors are interesting, as aggregate hedge fund interest dropped by 5 funds last quarter.Let's also examine hedge fund activity in other stocks - not necessarily in the same industry as Snowflake Inc (NYSE:SNOW) but similarly valued. We will take a look at S&P Global Inc. (NYSE:SPGI), Applied Materials, Inc. (NASDAQ:AMAT), Zoetis Inc (NYSE:ZTS), Canadian National Railway Company (NYSE:CNI), Altria Group Inc (NYSE:MO), Fiserv, Inc. (NASDAQ:FISV), and NIO Inc. (NYSE:NIO). This group of stocks' market caps resemble SNOW's market cap.[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/table]View table hereif you experience formatting issues.As you can see these stocks had an average of 56.1 hedge funds with bullish positions and the average amount invested in these stocks was $2988 million. That figure was $7723 million in SNOW's case. Fiserv, Inc. (NASDAQ:FISV) is the most popular stock in this table. On the other hand Canadian National Railway Company (NYSE:) is the least popular one with only 31 bullish hedge fund positions. Snowflake Inc (NYSE:SNOW) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for SNOW is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed thattop 10 most popular stocksamong hedge funds returned 90.7% in 2019 and 2020, and outperformed the S&P 500 ETF (SPY) by 35 percentage points. These stocks gained 13.6% in 2021 through April 30th and surpassed the market again by 1.6 percentage points. Unfortunately SNOW wasn't nearly as popular as these 10 stocks (hedge fund sentiment was quite bearish); SNOW investors were disappointed as the stock returned -17.7% since the end of December (through 4/30) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out thetop 10 most popular stocksamong hedge funds as most of these stocks already outperformed the market in 2020.","news_type":1,"symbols_score_info":{"SNOW":0.9}},"isVote":1,"tweetType":1,"viewCount":1798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196968939,"gmtCreate":1621005886421,"gmtModify":1634194599204,"author":{"id":"3578864122846561","authorId":"3578864122846561","name":"jducky","avatar":"https://static.tigerbbs.com/b5e9d246c2589c25d04edd4761a140e3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578864122846561","idStr":"3578864122846561"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196968939","repostId":"2135710626","repostType":4,"isVote":1,"tweetType":1,"viewCount":2151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196984851,"gmtCreate":1621005367973,"gmtModify":1634194601435,"author":{"id":"3578864122846561","authorId":"3578864122846561","name":"jducky","avatar":"https://static.tigerbbs.com/b5e9d246c2589c25d04edd4761a140e3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578864122846561","idStr":"3578864122846561"},"themes":[],"htmlText":"Like n comment&nbsp;","listText":"Like n comment&nbsp;","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196984851","repostId":"1115487503","repostType":4,"isVote":1,"tweetType":1,"viewCount":2232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":195719578,"gmtCreate":1621314819394,"gmtModify":1634192501905,"author":{"id":"3578864122846561","authorId":"3578864122846561","name":"jducky","avatar":"https://static.tigerbbs.com/b5e9d246c2589c25d04edd4761a140e3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578864122846561","idStr":"3578864122846561"},"themes":[],"htmlText":"Like and comment please.","listText":"Like and comment please.","text":"Like and comment please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/195719578","repostId":"1124011196","repostType":4,"isVote":1,"tweetType":1,"viewCount":3013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133978238,"gmtCreate":1621691297024,"gmtModify":1634187124176,"author":{"id":"3578864122846561","authorId":"3578864122846561","name":"jducky","avatar":"https://static.tigerbbs.com/b5e9d246c2589c25d04edd4761a140e3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578864122846561","idStr":"3578864122846561"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please 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and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196548209","repostId":"1157891284","repostType":4,"repost":{"id":"1157891284","kind":"news","pubTimestamp":1620998665,"share":"https://www.laohu8.com/m/news/1157891284?lang=zh_CN&edition=full","pubTime":"2021-05-14 21:24","market":"us","language":"en","title":"Rabobank: Markets Decided To Get High Again Rather Than Grapple With Reality<blockquote>荷兰合作银行：市场决定再次走高，而不是与现实作斗争</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157891284","media":"zerohedge","summary":"We were somewhere around Barstow on the edge of the desert when the drugs began to take hold. I reme","content":"<p><i>We were somewhere around Barstow on the edge of the desert when the drugs began to take hold. I remember saying something like \"I feel a bit lightheaded; maybe you should drive....\" And suddenly there was a terrible roar all around us and the sky was full of what looked like huge bats, all swooping and screeching and diving around the car, which was going about a hundred miles an hour with the top down to Las Vegas.</i></p><p><blockquote><i>当毒品开始流行时，我们正在沙漠边缘的巴斯托附近的某个地方。我记得我说过类似“我觉得有点头晕；也许你应该开车……”突然，我们周围传来可怕的轰鸣声，天空中充满了看起来像巨大蝙蝠的东西，它们在汽车周围俯冲、尖叫、俯冲，汽车正以每小时100英里的速度行驶，车顶向下驶向拉斯维加斯。</i></blockquote></p><p> <b>Yesterday’s US PPI number reinforced the giant custard pie factor of the CPI number</b>, soaring 0.6% m/m headline to 6.2% y/y and 0.7% m/m core to 4.1% y/y. In short, in the near term prices are going to get high. The market response: sell commodities and crypto, and buy stocks and bonds. In short,<b>markets decided to get high again too rather than grapple with reality.</b></p><p><blockquote><b>昨天的美国PPI数据强化了CPI数据的巨大奶油派因素</b>整体同比增长0.6%至6.2%，核心同比增长0.7%至4.1%。简而言之，短期内价格将会上涨。市场反应：卖出大宗商品和加密货币，买入股票和债券。总之，<b>市场也决定再次走高，而不是与现实作斗争。</b></blockquote></p><p> Yes, the Colonial pipeline is back on line, and so energy prices reversed. And despite Elon Musk<i>pumping</i>Dogecoin --because it was a day ending in ‘y’, and Tesla’s shares were dropping again?-- Colonial paid *Russian* hackers a ransom of USD5m IN CRYPTO, which could not make a clearer case for why the SEC might want to be step in. Yet to think risk is suddenly on again for real is an interesting lifestyle choice.</p><p><blockquote>是的，殖民地管道又上线了，所以能源价格逆转了。尽管埃隆·马斯克<i>抽水</i>狗狗币——因为这一天以“y”结尾，而特斯拉的股价又在下跌？——Colonial向*俄罗斯*黑客支付了500万美元的加密货币赎金，这无法更清楚地说明为什么SEC可能想要介入。然而，认为风险突然再次出现是一种有趣的生活方式选择。</blockquote></p><p> The pipeline cyberattack,<i>which put a swathe of key US military airbases out of operation(!)</i>, saw President Biden claim Russians were involved - but not the Russian government; that as he publicly announced the US is considering a response in kind. Will it be via the government, or just some people he knows in Langley, Virginia? Japan is extending its state of virus emergency, even as the Olympics is still apparently on very soon. India’s Covid crisis is still raging. And in Gaza, Hamas declared it deliberately fired rockets at Israel’s nuclear reactor in Dimona --which missed or were shot down-- despite being downwind and not far from it.<b>Time to roll outthis memeagain.</b></p><p><blockquote>管道网络攻击，<i>这使得一系列重要的美国空军基地停止运作（！）</i>拜登总统声称俄罗斯人参与其中，但不是俄罗斯政府；正如他公开宣布的那样，美国正在考虑以牙还牙。是通过政府，还是只是他在弗吉尼亚州兰利认识的一些人？日本正在延长其病毒紧急状态，尽管奥运会显然很快就要举行了。印度的Covid危机仍在肆虐。在加沙，哈马斯宣布它故意向以色列在迪莫纳的核反应堆发射火箭，尽管火箭在顺风且距离不远，但火箭没有击中或被击落。<b>是时候再次推出这个迷因了。</b></blockquote></p><p> Of course, Wall Street wanting to get (stocks) high is hardly new: think of ‘<i>The Wolf of Wall Street</i>’. And<b>a world flooded with QE and central-bank intervention like cheap heroine can justify trading that looks like what one would normally do on a combination of laughing gas, poppers, and K.</b>But are we perhaps taking things too far? The PPI and CPI numbers, many claim, suggest we are close to a QE overdose as too much liquidity chases too many real world things. However, markets are going to market.</p><p><blockquote>当然，华尔街想要让（股票）走高并不是什么新鲜事：想想“<i>华尔街之狼</i>’.和<b>一个充斥着量化宽松和央行干预的世界，就像《廉价女英雄》一样，可以证明交易的合理性，这种交易看起来就像人们通常在笑气、爆米花和K的组合上所做的那样。</b>但我们是否做得太过分了？许多人声称，PPI和CPI数据表明，我们接近量化宽松过量，因为太多的流动性追逐了太多现实世界的东西。然而，市场正在走向市场。</blockquote></p><p> Indeed, at a micro level - literally - I think back to news from a few weeks ago that a US start-up dismissed its CEO because he took LSD before a meeting: he told Bloomberg he was experimenting by taking a limited amount of the drug, or micro-dosing, in an effort to<i>boost his focus</i>(!) Perhaps the most straight to the point one can make here is that anyone who thinks taking LSD before a business meeting<i>to enhance focus</i>really shouldn’t be in charge of anything. Even making a bowl of cereal. However, I can perhaps see what the CEO was trying to ‘grok’.</p><p><blockquote>事实上，在微观层面上——从字面上看——我回想起几周前的新闻，一家美国初创公司解雇了其首席执行官，因为他在会议前服用了LSD：他告诉彭博社，他正在尝试服用限量的药物，或微剂量，以努力<i>提高他的注意力</i>（！）也许这里最直截了当的是，任何认为在商务会议前服用迷幻药的人<i>增强专注力</i>真的不应该管任何事。甚至做一碗麦片。然而，我也许能看出首席执行官试图“探索”什么。</blockquote></p><p> Consider Hunter S Thompson and ‘Fear and Loathing in Las Vegas’. The book, and movie, are not exactly the stuff which Zoom or Teams meetings should replicate (though many of us may have been tempted to want to throw something electric into the bath at some point). Yet it isn’t just a hedonistic tale of Olympian proportions. It has genuine cultural, and even socio-economic significance. In the words of one reviewer, it “<i>holds an almost mythic quality in its mix of Gonzo reportage, drug frenzies, and soulful meditation of the Sixties’ generation of America. It reflects the loss of a utopia and chronicles its spiral into violence and mass cultural sell-out</i>.”</p><p><blockquote>想想亨特·S·汤普森和《拉斯维加斯的恐惧和厌恶》。这本书和电影并不完全是Zoom或团队会议应该复制的东西（尽管我们中的许多人可能在某个时候想把一些电动的东西扔进浴缸）。然而，这不仅仅是一个奥林匹克规模的享乐主义故事。它具有真正的文化，甚至社会经济意义。用一位评论家的话说，它“<i>它融合了Gonzo报告文学、毒品狂热和60年代美国一代的深情沉思，具有近乎神话般的品质。它反映了乌托邦的丧失，并记录了乌托邦陷入暴力和大规模文化出卖的过程</i>.”</blockquote></p><p> Far less splenetic, Huxley’s ‘<i>The Door of Perception</i>’ is all about trying to get a wider vision through psychedelic experience: “<i>The man who comes back through the Door in the Wall will never be quite the same as the man who went out. He will be wiser but less sure, happier but less self-satisfied, humbler in acknowledging his ignorance yet better equipped to understand the relationship of words to things, of systematic reasoning to the unfathomable mystery which it tries, forever vainly, to comprehend.</i>” Doesn’t that sound a better trading mind-set than “Buy all the things?”, or “Buy a crypto that insults Elon Musk with your life savings at 100 times leverage”?</p><p><blockquote>赫胥黎氏症的脾脏要少得多<i>感知之门</i>“一切都是为了通过迷幻体验获得更广阔的视野：”<i>从墙里的门回来的人永远不会和出去的人完全一样。他会更聪明，但不那么确定，更快乐，但不那么自满，更谦逊地承认自己的无知，但更有能力理解语言与事物的关系，更有能力系统地推理到深不可测的奥秘，而这些奥秘永远徒劳地试图理解。</i>“这听起来不是比“买下所有东西？”或“用你一生的积蓄以100倍的杠杆购买侮辱埃隆·马斯克的加密货币”更好的交易心态吗？</blockquote></p><p> Or turn back closer to Vegas and Yaqui psychedelic mysticism via Carlos Castaneda and ‘<i>The Teachings of Don Juan</i>’: “<i>The average man is hooked to his fellow men, while the warrior is hooked only to infinity</i>”; and “<i>A man of knowledge is one who has followed truthfully the hardships of learning, a man who has, without rushing or faltering, gone as far as he can in unravelling the secrets of personal power.</i>” One can see the ego trip involved in wanting to become a Man of Knowledge in markets (which the Don specifically warns about the dangers of, by the way).</p><p><blockquote>或者通过卡洛斯·卡斯塔涅达(Carlos Castaneda)和“<i>唐璜的教导</i>’:“<i>普通人被他的同胞所吸引，而战士只被无限所吸引</i>”;和“<i>一个有知识的人是一个忠实地追随学习的艰辛的人，一个不匆忙或犹豫地尽他所能揭开个人力量的秘密的人。</i>“人们可以看到想要成为市场知识的人所涉及的自我之旅（顺便说一下，唐特别警告了市场的危险）。</blockquote></p><p></p><p> <b>Yet all of that extra perception of how things</b><i><b>really</b></i><b>connect, and even the ability to turn into a crow, won’t help when it comes back to the simple fact that central banks are still pumping, and all the hawks have turned to doves.</b>Sometimes ignorance can be bliss.</p><p><blockquote><b>然而所有这些对事物如何运作的额外感知</b><i><b>真的</b></i><b>当回到央行仍在抽水、所有鹰派都转向鸽派这一简单事实时，连接，甚至变成乌鸦的能力都无济于事。</b>有时候无知也是福。</blockquote></p><p> My own personal, prosaic, and melancholy response is to harken back to an old movie from 70’s/80’s US narco-comedians Cheech and Chong --I forget which one-- where Chong is tripping in the back of a car while in drag, and wearing a feather boa. (“Because Cheech and Chong”.) At some point, he starts to get The Fear and wails to get the boa off of him because it’s alive. Cheech tries to calm him down that it is in fact dead. Which only sees Chong freak out even more because he has a<i>dead</i>object round his neck.</p><p><blockquote>我个人的、平淡无奇的、忧郁的反应是回想起70/80年代美国毒品喜剧演员Cheech和Chong的一部老电影——我忘了是哪一部了——在这部电影中，Chong穿着羽毛围巾在一辆汽车后座上绊倒。（“因为契奇和冲”。）在某个时候，他开始感到恐惧，哭着要把蟒蛇从他身上弄下来，因为它还活着。切奇试图让他平静下来，它实际上已经死了。这只会让Chong更加抓狂，因为他有一个<i>死的</i>他脖子上有物体。</blockquote></p><p> In short, there’s no ‘happy ending’ that springs to mind with all the conflating problems we have right now. Inflation and rate hikes? Bad. Inflation and no rate hikes? Still bad. Stagflation? Very bad. Deflation? Really bad. And let’s not get started on the underlying big picture risks.<b>Nonetheless, markets are going to market while they can: by focusing on getting (stocks) high.</b></p><p><blockquote>简而言之，我们现在面临的所有问题都没有“幸福的结局”。通货膨胀和加息？坏的。通货膨胀和不加息？还是很糟糕。滞胀？非常糟糕。通货紧缩？真的很糟糕。我们不要从潜在的大风险开始。<b>尽管如此，市场还是会在力所能及的时候入市：专注于让（股票）走高。</b></blockquote></p><p>   “  <i>No, this is not a good town for psychedelic drugs. Reality itself is too twisted.</i>” </p><p><blockquote>“<i>不，这不是迷幻药的好地方。现实本身就太扭曲了。</i>”</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rabobank: Markets Decided To Get High Again Rather Than Grapple With Reality<blockquote>荷兰合作银行：市场决定再次走高，而不是与现实作斗争</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRabobank: Markets Decided To Get High Again Rather Than Grapple With Reality<blockquote>荷兰合作银行：市场决定再次走高，而不是与现实作斗争</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-05-14 21:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i>We were somewhere around Barstow on the edge of the desert when the drugs began to take hold. I remember saying something like \"I feel a bit lightheaded; maybe you should drive....\" And suddenly there was a terrible roar all around us and the sky was full of what looked like huge bats, all swooping and screeching and diving around the car, which was going about a hundred miles an hour with the top down to Las Vegas.</i></p><p><blockquote><i>当毒品开始流行时，我们正在沙漠边缘的巴斯托附近的某个地方。我记得我说过类似“我觉得有点头晕；也许你应该开车……”突然，我们周围传来可怕的轰鸣声，天空中充满了看起来像巨大蝙蝠的东西，它们在汽车周围俯冲、尖叫、俯冲，汽车正以每小时100英里的速度行驶，车顶向下驶向拉斯维加斯。</i></blockquote></p><p> <b>Yesterday’s US PPI number reinforced the giant custard pie factor of the CPI number</b>, soaring 0.6% m/m headline to 6.2% y/y and 0.7% m/m core to 4.1% y/y. In short, in the near term prices are going to get high. The market response: sell commodities and crypto, and buy stocks and bonds. In short,<b>markets decided to get high again too rather than grapple with reality.</b></p><p><blockquote><b>昨天的美国PPI数据强化了CPI数据的巨大奶油派因素</b>整体同比增长0.6%至6.2%，核心同比增长0.7%至4.1%。简而言之，短期内价格将会上涨。市场反应：卖出大宗商品和加密货币，买入股票和债券。总之，<b>市场也决定再次走高，而不是与现实作斗争。</b></blockquote></p><p> Yes, the Colonial pipeline is back on line, and so energy prices reversed. And despite Elon Musk<i>pumping</i>Dogecoin --because it was a day ending in ‘y’, and Tesla’s shares were dropping again?-- Colonial paid *Russian* hackers a ransom of USD5m IN CRYPTO, which could not make a clearer case for why the SEC might want to be step in. Yet to think risk is suddenly on again for real is an interesting lifestyle choice.</p><p><blockquote>是的，殖民地管道又上线了，所以能源价格逆转了。尽管埃隆·马斯克<i>抽水</i>狗狗币——因为这一天以“y”结尾，而特斯拉的股价又在下跌？——Colonial向*俄罗斯*黑客支付了500万美元的加密货币赎金，这无法更清楚地说明为什么SEC可能想要介入。然而，认为风险突然再次出现是一种有趣的生活方式选择。</blockquote></p><p> The pipeline cyberattack,<i>which put a swathe of key US military airbases out of operation(!)</i>, saw President Biden claim Russians were involved - but not the Russian government; that as he publicly announced the US is considering a response in kind. Will it be via the government, or just some people he knows in Langley, Virginia? Japan is extending its state of virus emergency, even as the Olympics is still apparently on very soon. India’s Covid crisis is still raging. And in Gaza, Hamas declared it deliberately fired rockets at Israel’s nuclear reactor in Dimona --which missed or were shot down-- despite being downwind and not far from it.<b>Time to roll outthis memeagain.</b></p><p><blockquote>管道网络攻击，<i>这使得一系列重要的美国空军基地停止运作（！）</i>拜登总统声称俄罗斯人参与其中，但不是俄罗斯政府；正如他公开宣布的那样，美国正在考虑以牙还牙。是通过政府，还是只是他在弗吉尼亚州兰利认识的一些人？日本正在延长其病毒紧急状态，尽管奥运会显然很快就要举行了。印度的Covid危机仍在肆虐。在加沙，哈马斯宣布它故意向以色列在迪莫纳的核反应堆发射火箭，尽管火箭在顺风且距离不远，但火箭没有击中或被击落。<b>是时候再次推出这个迷因了。</b></blockquote></p><p> Of course, Wall Street wanting to get (stocks) high is hardly new: think of ‘<i>The Wolf of Wall Street</i>’. And<b>a world flooded with QE and central-bank intervention like cheap heroine can justify trading that looks like what one would normally do on a combination of laughing gas, poppers, and K.</b>But are we perhaps taking things too far? The PPI and CPI numbers, many claim, suggest we are close to a QE overdose as too much liquidity chases too many real world things. However, markets are going to market.</p><p><blockquote>当然，华尔街想要让（股票）走高并不是什么新鲜事：想想“<i>华尔街之狼</i>’.和<b>一个充斥着量化宽松和央行干预的世界，就像《廉价女英雄》一样，可以证明交易的合理性，这种交易看起来就像人们通常在笑气、爆米花和K的组合上所做的那样。</b>但我们是否做得太过分了？许多人声称，PPI和CPI数据表明，我们接近量化宽松过量，因为太多的流动性追逐了太多现实世界的东西。然而，市场正在走向市场。</blockquote></p><p> Indeed, at a micro level - literally - I think back to news from a few weeks ago that a US start-up dismissed its CEO because he took LSD before a meeting: he told Bloomberg he was experimenting by taking a limited amount of the drug, or micro-dosing, in an effort to<i>boost his focus</i>(!) Perhaps the most straight to the point one can make here is that anyone who thinks taking LSD before a business meeting<i>to enhance focus</i>really shouldn’t be in charge of anything. Even making a bowl of cereal. However, I can perhaps see what the CEO was trying to ‘grok’.</p><p><blockquote>事实上，在微观层面上——从字面上看——我回想起几周前的新闻，一家美国初创公司解雇了其首席执行官，因为他在会议前服用了LSD：他告诉彭博社，他正在尝试服用限量的药物，或微剂量，以努力<i>提高他的注意力</i>（！）也许这里最直截了当的是，任何认为在商务会议前服用迷幻药的人<i>增强专注力</i>真的不应该管任何事。甚至做一碗麦片。然而，我也许能看出首席执行官试图“探索”什么。</blockquote></p><p> Consider Hunter S Thompson and ‘Fear and Loathing in Las Vegas’. The book, and movie, are not exactly the stuff which Zoom or Teams meetings should replicate (though many of us may have been tempted to want to throw something electric into the bath at some point). Yet it isn’t just a hedonistic tale of Olympian proportions. It has genuine cultural, and even socio-economic significance. In the words of one reviewer, it “<i>holds an almost mythic quality in its mix of Gonzo reportage, drug frenzies, and soulful meditation of the Sixties’ generation of America. It reflects the loss of a utopia and chronicles its spiral into violence and mass cultural sell-out</i>.”</p><p><blockquote>想想亨特·S·汤普森和《拉斯维加斯的恐惧和厌恶》。这本书和电影并不完全是Zoom或团队会议应该复制的东西（尽管我们中的许多人可能在某个时候想把一些电动的东西扔进浴缸）。然而，这不仅仅是一个奥林匹克规模的享乐主义故事。它具有真正的文化，甚至社会经济意义。用一位评论家的话说，它“<i>它融合了Gonzo报告文学、毒品狂热和60年代美国一代的深情沉思，具有近乎神话般的品质。它反映了乌托邦的丧失，并记录了乌托邦陷入暴力和大规模文化出卖的过程</i>.”</blockquote></p><p> Far less splenetic, Huxley’s ‘<i>The Door of Perception</i>’ is all about trying to get a wider vision through psychedelic experience: “<i>The man who comes back through the Door in the Wall will never be quite the same as the man who went out. He will be wiser but less sure, happier but less self-satisfied, humbler in acknowledging his ignorance yet better equipped to understand the relationship of words to things, of systematic reasoning to the unfathomable mystery which it tries, forever vainly, to comprehend.</i>” Doesn’t that sound a better trading mind-set than “Buy all the things?”, or “Buy a crypto that insults Elon Musk with your life savings at 100 times leverage”?</p><p><blockquote>赫胥黎氏症的脾脏要少得多<i>感知之门</i>“一切都是为了通过迷幻体验获得更广阔的视野：”<i>从墙里的门回来的人永远不会和出去的人完全一样。他会更聪明，但不那么确定，更快乐，但不那么自满，更谦逊地承认自己的无知，但更有能力理解语言与事物的关系，更有能力系统地推理到深不可测的奥秘，而这些奥秘永远徒劳地试图理解。</i>“这听起来不是比“买下所有东西？”或“用你一生的积蓄以100倍的杠杆购买侮辱埃隆·马斯克的加密货币”更好的交易心态吗？</blockquote></p><p> Or turn back closer to Vegas and Yaqui psychedelic mysticism via Carlos Castaneda and ‘<i>The Teachings of Don Juan</i>’: “<i>The average man is hooked to his fellow men, while the warrior is hooked only to infinity</i>”; and “<i>A man of knowledge is one who has followed truthfully the hardships of learning, a man who has, without rushing or faltering, gone as far as he can in unravelling the secrets of personal power.</i>” One can see the ego trip involved in wanting to become a Man of Knowledge in markets (which the Don specifically warns about the dangers of, by the way).</p><p><blockquote>或者通过卡洛斯·卡斯塔涅达(Carlos Castaneda)和“<i>唐璜的教导</i>’:“<i>普通人被他的同胞所吸引，而战士只被无限所吸引</i>”;和“<i>一个有知识的人是一个忠实地追随学习的艰辛的人，一个不匆忙或犹豫地尽他所能揭开个人力量的秘密的人。</i>“人们可以看到想要成为市场知识的人所涉及的自我之旅（顺便说一下，唐特别警告了市场的危险）。</blockquote></p><p></p><p> <b>Yet all of that extra perception of how things</b><i><b>really</b></i><b>connect, and even the ability to turn into a crow, won’t help when it comes back to the simple fact that central banks are still pumping, and all the hawks have turned to doves.</b>Sometimes ignorance can be bliss.</p><p><blockquote><b>然而所有这些对事物如何运作的额外感知</b><i><b>真的</b></i><b>当回到央行仍在抽水、所有鹰派都转向鸽派这一简单事实时，连接，甚至变成乌鸦的能力都无济于事。</b>有时候无知也是福。</blockquote></p><p> My own personal, prosaic, and melancholy response is to harken back to an old movie from 70’s/80’s US narco-comedians Cheech and Chong --I forget which one-- where Chong is tripping in the back of a car while in drag, and wearing a feather boa. (“Because Cheech and Chong”.) At some point, he starts to get The Fear and wails to get the boa off of him because it’s alive. Cheech tries to calm him down that it is in fact dead. Which only sees Chong freak out even more because he has a<i>dead</i>object round his neck.</p><p><blockquote>我个人的、平淡无奇的、忧郁的反应是回想起70/80年代美国毒品喜剧演员Cheech和Chong的一部老电影——我忘了是哪一部了——在这部电影中，Chong穿着羽毛围巾在一辆汽车后座上绊倒。（“因为契奇和冲”。）在某个时候，他开始感到恐惧，哭着要把蟒蛇从他身上弄下来，因为它还活着。切奇试图让他平静下来，它实际上已经死了。这只会让Chong更加抓狂，因为他有一个<i>死的</i>他脖子上有物体。</blockquote></p><p> In short, there’s no ‘happy ending’ that springs to mind with all the conflating problems we have right now. Inflation and rate hikes? Bad. Inflation and no rate hikes? Still bad. Stagflation? Very bad. Deflation? Really bad. And let’s not get started on the underlying big picture risks.<b>Nonetheless, markets are going to market while they can: by focusing on getting (stocks) high.</b></p><p><blockquote>简而言之，我们现在面临的所有问题都没有“幸福的结局”。通货膨胀和加息？坏的。通货膨胀和不加息？还是很糟糕。滞胀？非常糟糕。通货紧缩？真的很糟糕。我们不要从潜在的大风险开始。<b>尽管如此，市场还是会在力所能及的时候入市：专注于让（股票）走高。</b></blockquote></p><p>   “  <i>No, this is not a good town for psychedelic drugs. Reality itself is too twisted.</i>” </p><p><blockquote>“<i>不，这不是迷幻药的好地方。现实本身就太扭曲了。</i>”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/rabobank-markets-decided-get-high-again-rather-grapple-reality?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.zerohedge.com/markets/rabobank-markets-decided-get-high-again-rather-grapple-reality?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157891284","content_text":"We were somewhere around Barstow on the edge of the desert when the drugs began to take hold. I remember saying something like \"I feel a bit lightheaded; maybe you should drive....\" And suddenly there was a terrible roar all around us and the sky was full of what looked like huge bats, all swooping and screeching and diving around the car, which was going about a hundred miles an hour with the top down to Las Vegas.\nYesterday’s US PPI number reinforced the giant custard pie factor of the CPI number, soaring 0.6% m/m headline to 6.2% y/y and 0.7% m/m core to 4.1% y/y. In short, in the near term prices are going to get high. The market response: sell commodities and crypto, and buy stocks and bonds. In short,markets decided to get high again too rather than grapple with reality.\nYes, the Colonial pipeline is back on line, and so energy prices reversed. And despite Elon MuskpumpingDogecoin --because it was a day ending in ‘y’, and Tesla’s shares were dropping again?-- Colonial paid *Russian* hackers a ransom of USD5m IN CRYPTO, which could not make a clearer case for why the SEC might want to be step in. Yet to think risk is suddenly on again for real is an interesting lifestyle choice.\nThe pipeline cyberattack,which put a swathe of key US military airbases out of operation(!), saw President Biden claim Russians were involved - but not the Russian government; that as he publicly announced the US is considering a response in kind. Will it be via the government, or just some people he knows in Langley, Virginia? Japan is extending its state of virus emergency, even as the Olympics is still apparently on very soon. India’s Covid crisis is still raging. And in Gaza, Hamas declared it deliberately fired rockets at Israel’s nuclear reactor in Dimona --which missed or were shot down-- despite being downwind and not far from it.Time to roll outthis memeagain.\nOf course, Wall Street wanting to get (stocks) high is hardly new: think of ‘The Wolf of Wall Street’. Anda world flooded with QE and central-bank intervention like cheap heroine can justify trading that looks like what one would normally do on a combination of laughing gas, poppers, and K.But are we perhaps taking things too far? The PPI and CPI numbers, many claim, suggest we are close to a QE overdose as too much liquidity chases too many real world things. However, markets are going to market.\nIndeed, at a micro level - literally - I think back to news from a few weeks ago that a US start-up dismissed its CEO because he took LSD before a meeting: he told Bloomberg he was experimenting by taking a limited amount of the drug, or micro-dosing, in an effort toboost his focus(!) Perhaps the most straight to the point one can make here is that anyone who thinks taking LSD before a business meetingto enhance focusreally shouldn’t be in charge of anything. Even making a bowl of cereal. However, I can perhaps see what the CEO was trying to ‘grok’.\nConsider Hunter S Thompson and ‘Fear and Loathing in Las Vegas’. The book, and movie, are not exactly the stuff which Zoom or Teams meetings should replicate (though many of us may have been tempted to want to throw something electric into the bath at some point). Yet it isn’t just a hedonistic tale of Olympian proportions. It has genuine cultural, and even socio-economic significance. In the words of one reviewer, it “holds an almost mythic quality in its mix of Gonzo reportage, drug frenzies, and soulful meditation of the Sixties’ generation of America. It reflects the loss of a utopia and chronicles its spiral into violence and mass cultural sell-out.”\nFar less splenetic, Huxley’s ‘The Door of Perception’ is all about trying to get a wider vision through psychedelic experience: “The man who comes back through the Door in the Wall will never be quite the same as the man who went out. He will be wiser but less sure, happier but less self-satisfied, humbler in acknowledging his ignorance yet better equipped to understand the relationship of words to things, of systematic reasoning to the unfathomable mystery which it tries, forever vainly, to comprehend.” Doesn’t that sound a better trading mind-set than “Buy all the things?”, or “Buy a crypto that insults Elon Musk with your life savings at 100 times leverage”?\nOr turn back closer to Vegas and Yaqui psychedelic mysticism via Carlos Castaneda and ‘The Teachings of Don Juan’: “The average man is hooked to his fellow men, while the warrior is hooked only to infinity”; and “A man of knowledge is one who has followed truthfully the hardships of learning, a man who has, without rushing or faltering, gone as far as he can in unravelling the secrets of personal power.” One can see the ego trip involved in wanting to become a Man of Knowledge in markets (which the Don specifically warns about the dangers of, by the way).\nYet all of that extra perception of how thingsreallyconnect, and even the ability to turn into a crow, won’t help when it comes back to the simple fact that central banks are still pumping, and all the hawks have turned to doves.Sometimes ignorance can be bliss.\nMy own personal, prosaic, and melancholy response is to harken back to an old movie from 70’s/80’s US narco-comedians Cheech and Chong --I forget which one-- where Chong is tripping in the back of a car while in drag, and wearing a feather boa. (“Because Cheech and Chong”.) At some point, he starts to get The Fear and wails to get the boa off of him because it’s alive. Cheech tries to calm him down that it is in fact dead. Which only sees Chong freak out even more because he has adeadobject round his neck.\nIn short, there’s no ‘happy ending’ that springs to mind with all the conflating problems we have right now. Inflation and rate hikes? Bad. Inflation and no rate hikes? Still bad. Stagflation? Very bad. Deflation? Really bad. And let’s not get started on the underlying big picture risks.Nonetheless, markets are going to market while they can: by focusing on getting (stocks) high.\n\n “\n No, this is not a good town for psychedelic drugs. Reality itself is too twisted.”","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196812511,"gmtCreate":1621041768833,"gmtModify":1634194385981,"author":{"id":"3578864122846561","authorId":"3578864122846561","name":"jducky","avatar":"https://static.tigerbbs.com/b5e9d246c2589c25d04edd4761a140e3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578864122846561","idStr":"3578864122846561"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196812511","repostId":"1192552539","repostType":4,"repost":{"id":"1192552539","kind":"news","pubTimestamp":1620993011,"share":"https://www.laohu8.com/m/news/1192552539?lang=zh_CN&edition=full","pubTime":"2021-05-14 19:50","market":"us","language":"en","title":"Was The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的投资者对雪花的看法是正确的吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192552539","media":"Insider Monkey","summary":"The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when","content":"<p>The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 887 world-class investment firms that we track and now have access to the collective wisdom contained in these filings, which are based on their December 31st holdings, data that is available nowhere else. Should you consider Snowflake Inc (NYSE:SNOW) for your portfolio? We'll look to this invaluable collective wisdom for the answer.</p><p><blockquote>最新的13F报告期来了又去，Insider Monkey在利用这座数据金矿方面再次走在了前列。我们已经处理了我们跟踪的超过887家世界级投资公司的文件，现在可以获得这些文件中包含的集体智慧，这些文件基于他们12月31日的持股，而这些数据在其他地方是无法获得的。您应该考虑将Snowflake Inc（纽约证券交易所股票代码：SNOW）作为您的投资组合吗？我们将从这种无价的集体智慧中寻找答案。</blockquote></p><p>Snowflake Inc (NYSE:SNOW) was in 54 hedge funds' portfolios at the end of December. The all time high for this statistic is 59. SNOW investors should be aware of a decrease in activity from the world's largest hedge funds lately. There were 59 hedge funds in our database with SNOW positions at the end of the third quarter. Our calculations also showed that SNOW isn't among the30 most popular stocks among hedge funds</p><p><blockquote>截至12月底，Snowflake Inc（纽约证券交易所股票代码：SNOW）参与了54家对冲基金的投资组合。这一统计数据的历史最高值是59。SNOW投资者应该意识到最近全球最大对冲基金的活动有所减少。截至第三季度末，我们的数据库中有59家对冲基金持有SNOW头寸。我们的计算还显示，SNOW并未跻身对冲基金最受欢迎的30只股票之列</blockquote></p><p>In the financial world there are a lot of gauges shareholders can use to value stocks. A pair of the best gauges are hedge fund and insider trading sentiment. Our researchers have shown that, historically, those who follow the best picks of the elite investment managers can trounce the S&amp;P 500 by a healthy amount (see the details here). Also, our monthly newsletter's portfolio of long stock picks returned 197% since March 2017 (through March 2021) and beat the S&amp;P 500 Index by 124 percentage points. You can download a sample issue of this newsletteron our website.</p><p><blockquote>在金融界，股东可以使用许多指标来评估股票。两个最好的衡量标准是对冲基金和内幕交易情绪。我们的研究人员表明，从历史上看，那些追随精英投资经理最佳选择的人可以大幅击败标普500（详情请参阅此处）。此外，自2017年3月（截至2021年3月）以来，我们每月通讯的多头精选投资组合的回报率为197%，比标普500指数高出124个百分点。你可以在我们的网站上下载这份时事通讯的样本。</blockquote></p><p>At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like this<b>emerging lithium stock</b>. We go through lists like the 10best hydrogen fuel cell stocksto pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter onour homepage. Now let's go over the new hedge fund action surrounding Snowflake Inc (NYSE:SNOW).</p><p><blockquote>在Insider Monkey，我们不遗余力地寻找下一个伟大的投资理念。例如，锂矿开采是目前增长最快的行业之一，因此我们正在查看这样的股票推介<b>新兴锂股</b>.我们浏览了10只最佳氢燃料电池股票等列表，以选择下一只将带来10倍回报的特斯拉。尽管我们只推荐我们分析的一小部分公司的头寸，但我们会尽可能多地检查股票。我们阅读对冲基金投资者的信件，并在对冲基金会议上聆听股票推介。你可以在我们的主页上订阅我们免费的每日时事通讯。现在让我们回顾一下围绕Snowflake Inc（纽约证券交易所股票代码：SNOW）的新对冲基金行动。</blockquote></p><p><b>Do Hedge Funds Think SNOW Is A Good Stock To Buy Now?</b></p><p><blockquote><b>对冲基金认为SNOW是现在值得买入的好股票吗？</b></blockquote></p><p>At the end of the fourth quarter, a total of 54 of the hedge funds tracked by Insider Monkey were long this stock, a change of -8% from one quarter earlier. By comparison, 0 hedge funds held shares or bullish call options in SNOW a year ago. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.</p><p><blockquote>截至第四季度末，Insider Monkey追踪的对冲基金中共有54家做多该股，较一季度前变化为-8%。相比之下，一年前，0家对冲基金持有SNOW股票或看涨看涨期权期权。因此，让我们回顾一下哪些对冲基金是该股票的最大持有者以及哪些对冲基金正在采取重大举措。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4400031cb0ca8ff68d9411bb5919278e\" tg-width=\"680\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>More specifically,Altimeter Capital Managementwas the largest shareholder of Snowflake Inc (NYSE:SNOW), with a stake worth $2670.9 million reported as of the end of December. Trailing Altimeter Capital Management was Berkshire Hathaway, which amassed a stake valued at $1723.7 million. Coatue Management, Tiger Global Management LLC, and D1 Capital Partners were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Altimeter Capital Management allocated the biggest weight to Snowflake Inc (NYSE:SNOW), around 24.71% of its 13F portfolio.3G Capitalis also relatively very bullish on the stock, setting aside 9.45 percent of its 13F equity portfolio to SNOW.</p><p><blockquote>更具体地说，Altimeter Capital Management是Snowflake Inc（纽约证券交易所股票代码：SNOW）的最大股东，截至12月底，其持股价值26.709亿美元。紧随Altimeter Capital Management之后的是伯克希尔哈撒韦公司，该公司持有了价值17.237亿美元的股份。Coatue Management、Tiger Global Management LLC和D1 Capital Partners也非常喜欢该股，成为该公司最大的对冲基金持有者之一。就分配给每个头寸的投资组合权重而言，Altimeter Capital Management将最大的权重分配给了Snowflake Inc（纽约证券交易所股票代码：SNOW），约占其13F投资组合的24.71%。3G Capitalis也相对非常看好该股，将其13F股票投资组合的9.45%分配给SNOW。</blockquote></p><p>Seeing as Snowflake Inc (NYSE:SNOW) has witnessed a decline in interest from the aggregate hedge fund industry, it's easy to see that there were a few money managers that decided to sell off their full holdings last quarter. Interestingly, Dmitry Balyasny'sBalyasny Asset Managementsaid goodbye to the biggest stake of all the hedgies monitored by Insider Monkey, totaling close to $47.3 million in stock. Karthik Sarma's fund,SRS Investment Management, also sold off its stock, about $35.1 million worth. These bearish behaviors are interesting, as aggregate hedge fund interest dropped by 5 funds last quarter.</p><p><blockquote>鉴于Snowflake Inc（纽约证券交易所股票代码：SNOW）整个对冲基金行业的兴趣下降，很容易看出有一些基金经理决定在上个季度出售其全部持股。有趣的是，德米特里·巴利亚斯尼(Dmitry Balyasny)的巴利亚斯尼资产管理公司(Balyasny Asset Management)告别了Insider Monkey监控的所有对冲基金中最大的股份，股票总额接近4730万美元。Karthik Sarma的基金SRS Investment Management也出售了价值约3510万美元的股票。这些看跌行为很有趣，因为上季度对冲基金的总兴趣下降了5只基金。</blockquote></p><p>Let's also examine hedge fund activity in other stocks - not necessarily in the same industry as Snowflake Inc (NYSE:SNOW) but similarly valued. We will take a look at S&amp;P Global Inc. (NYSE:SPGI), Applied Materials, Inc. (NASDAQ:AMAT), Zoetis Inc (NYSE:ZTS), Canadian National Railway Company (NYSE:CNI), Altria Group Inc (NYSE:MO), Fiserv, Inc. (NASDAQ:FISV), and NIO Inc. (NYSE:NIO). This group of stocks' market caps resemble SNOW's market cap.</p><p><blockquote>让我们也看看其他股票的对冲基金活动——不一定与Snowflake Inc（纽约证券交易所股票代码：SNOW）属于同一行业，但估值相似。我们将看看S&amp;P Global Inc.（纽约证券交易所代码：SPGI）、应用材料公司（纳斯达克证券交易所代码：AMAT）、硕腾公司（纽约证券交易所代码：ZTS）、加拿大国家铁路公司（纽约证券交易所代码：CNI）、奥驰亚集团公司（纽约证券交易所代码：MO）、Fiserv公司（纳斯达克证券交易所代码：FISV）和蔚来（纽约证券交易所代码：蔚来）。这组股票的市值与SNOW的市值相似。</blockquote></p><p>[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/table]</p><p><blockquote>[表]股票代码、持仓HF数量、HF持仓总值(x1000)、HF持仓变化SPGI, 75,380 785 9, 4 AMAT, 61,363 222 7, 2 ZTS, 61,238 969 7, 3 CNI, 31,218 896 3, 5 MO, 37,108 266 1,-10 FISV, 94,517 8126, 4蔚来, 34,263 401 3,-1平均值, 56.1, 2987649, 1[/表]</blockquote></p><p>View table hereif you experience formatting issues.</p><p><blockquote>如果您遇到格式问题，请在此处查看表格。</blockquote></p><p></p><p>As you can see these stocks had an average of 56.1 hedge funds with bullish positions and the average amount invested in these stocks was $2988 million. That figure was $7723 million in SNOW's case. Fiserv, Inc. (NASDAQ:FISV) is the most popular stock in this table. On the other hand Canadian National Railway Company (NYSE:) is the least popular one with only 31 bullish hedge fund positions. Snowflake Inc (NYSE:SNOW) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for SNOW is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed thattop 10 most popular stocksamong hedge funds returned 90.7% in 2019 and 2020, and outperformed the S&amp;P 500 ETF (SPY) by 35 percentage points. These stocks gained 13.6% in 2021 through April 30th and surpassed the market again by 1.6 percentage points. Unfortunately SNOW wasn't nearly as popular as these 10 stocks (hedge fund sentiment was quite bearish); SNOW investors were disappointed as the stock returned -17.7% since the end of December (through 4/30) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out thetop 10 most popular stocksamong hedge funds as most of these stocks already outperformed the market in 2020.</p><p><blockquote>正如您所看到的，这些股票平均有56.1个对冲基金持有看涨头寸，这些股票的平均投资金额为29.88亿美元。斯诺案中的这一数字为77.23亿美元。Fiserv，Inc.（纳斯达克：FISV）是这张表中最受欢迎的股票。另一方面，加拿大国家铁路公司(NYSE：)是最不受欢迎的公司，只有31个看涨对冲基金头寸。Snowflake Inc（纽约证券交易所股票代码：SNOW）并不是该组中最不受欢迎的股票，但对冲基金的兴趣仍低于平均水平。我们对SNOW的总体对冲基金情绪评分为45.7。相对于其他股票以及相对于其历史范围，对冲基金头寸数量较多的股票获得较高的情绪得分。这是一个稍微负面的信号，我们宁愿花时间研究对冲基金正在买入的股票。我们的计算显示，2019年和2020年对冲基金最受欢迎的10只股票的回报率为90.7%，比标普500 ETF（SPDR标普500指数ETF）高出35个百分点。截至4月30日，这些股票在2021年上涨了13.6%，再次跑赢大盘1.6个百分点。不幸的是，SNOW远不如这10只股票那么受欢迎（对冲基金情绪相当悲观）；SNOW投资者感到失望，因为该股自12月底（截至4月30日）以来回报率为-17.7%，表现逊于市场。如果您有兴趣投资具有巨大上涨潜力的大盘股，您应该查看对冲基金最受欢迎的10只股票，因为其中大多数股票在2020年的表现已经跑赢了市场。</blockquote></p><p></p>","source":"lsy1606273129822","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Was The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的投资者对雪花的看法是正确的吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWas The Smart Money Right About Snowflake So Far?<blockquote>到目前为止，聪明的投资者对雪花的看法是正确的吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Insider Monkey</strong><span class=\"h-time small\">2021-05-14 19:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 887 world-class investment firms that we track and now have access to the collective wisdom contained in these filings, which are based on their December 31st holdings, data that is available nowhere else. Should you consider Snowflake Inc (NYSE:SNOW) for your portfolio? We'll look to this invaluable collective wisdom for the answer.</p><p><blockquote>最新的13F报告期来了又去，Insider Monkey在利用这座数据金矿方面再次走在了前列。我们已经处理了我们跟踪的超过887家世界级投资公司的文件，现在可以获得这些文件中包含的集体智慧，这些文件基于他们12月31日的持股，而这些数据在其他地方是无法获得的。您应该考虑将Snowflake Inc（纽约证券交易所股票代码：SNOW）作为您的投资组合吗？我们将从这种无价的集体智慧中寻找答案。</blockquote></p><p>Snowflake Inc (NYSE:SNOW) was in 54 hedge funds' portfolios at the end of December. The all time high for this statistic is 59. SNOW investors should be aware of a decrease in activity from the world's largest hedge funds lately. There were 59 hedge funds in our database with SNOW positions at the end of the third quarter. Our calculations also showed that SNOW isn't among the30 most popular stocks among hedge funds</p><p><blockquote>截至12月底，Snowflake Inc（纽约证券交易所股票代码：SNOW）参与了54家对冲基金的投资组合。这一统计数据的历史最高值是59。SNOW投资者应该意识到最近全球最大对冲基金的活动有所减少。截至第三季度末，我们的数据库中有59家对冲基金持有SNOW头寸。我们的计算还显示，SNOW并未跻身对冲基金最受欢迎的30只股票之列</blockquote></p><p>In the financial world there are a lot of gauges shareholders can use to value stocks. A pair of the best gauges are hedge fund and insider trading sentiment. Our researchers have shown that, historically, those who follow the best picks of the elite investment managers can trounce the S&amp;P 500 by a healthy amount (see the details here). Also, our monthly newsletter's portfolio of long stock picks returned 197% since March 2017 (through March 2021) and beat the S&amp;P 500 Index by 124 percentage points. You can download a sample issue of this newsletteron our website.</p><p><blockquote>在金融界，股东可以使用许多指标来评估股票。两个最好的衡量标准是对冲基金和内幕交易情绪。我们的研究人员表明，从历史上看，那些追随精英投资经理最佳选择的人可以大幅击败标普500（详情请参阅此处）。此外，自2017年3月（截至2021年3月）以来，我们每月通讯的多头精选投资组合的回报率为197%，比标普500指数高出124个百分点。你可以在我们的网站上下载这份时事通讯的样本。</blockquote></p><p>At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like this<b>emerging lithium stock</b>. We go through lists like the 10best hydrogen fuel cell stocksto pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter onour homepage. Now let's go over the new hedge fund action surrounding Snowflake Inc (NYSE:SNOW).</p><p><blockquote>在Insider Monkey，我们不遗余力地寻找下一个伟大的投资理念。例如，锂矿开采是目前增长最快的行业之一，因此我们正在查看这样的股票推介<b>新兴锂股</b>.我们浏览了10只最佳氢燃料电池股票等列表，以选择下一只将带来10倍回报的特斯拉。尽管我们只推荐我们分析的一小部分公司的头寸，但我们会尽可能多地检查股票。我们阅读对冲基金投资者的信件，并在对冲基金会议上聆听股票推介。你可以在我们的主页上订阅我们免费的每日时事通讯。现在让我们回顾一下围绕Snowflake Inc（纽约证券交易所股票代码：SNOW）的新对冲基金行动。</blockquote></p><p><b>Do Hedge Funds Think SNOW Is A Good Stock To Buy Now?</b></p><p><blockquote><b>对冲基金认为SNOW是现在值得买入的好股票吗？</b></blockquote></p><p>At the end of the fourth quarter, a total of 54 of the hedge funds tracked by Insider Monkey were long this stock, a change of -8% from one quarter earlier. By comparison, 0 hedge funds held shares or bullish call options in SNOW a year ago. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.</p><p><blockquote>截至第四季度末，Insider Monkey追踪的对冲基金中共有54家做多该股，较一季度前变化为-8%。相比之下，一年前，0家对冲基金持有SNOW股票或看涨看涨期权期权。因此，让我们回顾一下哪些对冲基金是该股票的最大持有者以及哪些对冲基金正在采取重大举措。</blockquote></p><p><img src=\"https://static.tigerbbs.com/4400031cb0ca8ff68d9411bb5919278e\" tg-width=\"680\" tg-height=\"433\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>More specifically,Altimeter Capital Managementwas the largest shareholder of Snowflake Inc (NYSE:SNOW), with a stake worth $2670.9 million reported as of the end of December. Trailing Altimeter Capital Management was Berkshire Hathaway, which amassed a stake valued at $1723.7 million. Coatue Management, Tiger Global Management LLC, and D1 Capital Partners were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Altimeter Capital Management allocated the biggest weight to Snowflake Inc (NYSE:SNOW), around 24.71% of its 13F portfolio.3G Capitalis also relatively very bullish on the stock, setting aside 9.45 percent of its 13F equity portfolio to SNOW.</p><p><blockquote>更具体地说，Altimeter Capital Management是Snowflake Inc（纽约证券交易所股票代码：SNOW）的最大股东，截至12月底，其持股价值26.709亿美元。紧随Altimeter Capital Management之后的是伯克希尔哈撒韦公司，该公司持有了价值17.237亿美元的股份。Coatue Management、Tiger Global Management LLC和D1 Capital Partners也非常喜欢该股，成为该公司最大的对冲基金持有者之一。就分配给每个头寸的投资组合权重而言，Altimeter Capital Management将最大的权重分配给了Snowflake Inc（纽约证券交易所股票代码：SNOW），约占其13F投资组合的24.71%。3G Capitalis也相对非常看好该股，将其13F股票投资组合的9.45%分配给SNOW。</blockquote></p><p>Seeing as Snowflake Inc (NYSE:SNOW) has witnessed a decline in interest from the aggregate hedge fund industry, it's easy to see that there were a few money managers that decided to sell off their full holdings last quarter. Interestingly, Dmitry Balyasny'sBalyasny Asset Managementsaid goodbye to the biggest stake of all the hedgies monitored by Insider Monkey, totaling close to $47.3 million in stock. Karthik Sarma's fund,SRS Investment Management, also sold off its stock, about $35.1 million worth. These bearish behaviors are interesting, as aggregate hedge fund interest dropped by 5 funds last quarter.</p><p><blockquote>鉴于Snowflake Inc（纽约证券交易所股票代码：SNOW）整个对冲基金行业的兴趣下降，很容易看出有一些基金经理决定在上个季度出售其全部持股。有趣的是，德米特里·巴利亚斯尼(Dmitry Balyasny)的巴利亚斯尼资产管理公司(Balyasny Asset Management)告别了Insider Monkey监控的所有对冲基金中最大的股份，股票总额接近4730万美元。Karthik Sarma的基金SRS Investment Management也出售了价值约3510万美元的股票。这些看跌行为很有趣，因为上季度对冲基金的总兴趣下降了5只基金。</blockquote></p><p>Let's also examine hedge fund activity in other stocks - not necessarily in the same industry as Snowflake Inc (NYSE:SNOW) but similarly valued. We will take a look at S&amp;P Global Inc. (NYSE:SPGI), Applied Materials, Inc. (NASDAQ:AMAT), Zoetis Inc (NYSE:ZTS), Canadian National Railway Company (NYSE:CNI), Altria Group Inc (NYSE:MO), Fiserv, Inc. (NASDAQ:FISV), and NIO Inc. (NYSE:NIO). This group of stocks' market caps resemble SNOW's market cap.</p><p><blockquote>让我们也看看其他股票的对冲基金活动——不一定与Snowflake Inc（纽约证券交易所股票代码：SNOW）属于同一行业，但估值相似。我们将看看S&amp;P Global Inc.（纽约证券交易所代码：SPGI）、应用材料公司（纳斯达克证券交易所代码：AMAT）、硕腾公司（纽约证券交易所代码：ZTS）、加拿大国家铁路公司（纽约证券交易所代码：CNI）、奥驰亚集团公司（纽约证券交易所代码：MO）、Fiserv公司（纳斯达克证券交易所代码：FISV）和蔚来（纽约证券交易所代码：蔚来）。这组股票的市值与SNOW的市值相似。</blockquote></p><p>[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/table]</p><p><blockquote>[表]股票代码、持仓HF数量、HF持仓总值(x1000)、HF持仓变化SPGI, 75,380 785 9, 4 AMAT, 61,363 222 7, 2 ZTS, 61,238 969 7, 3 CNI, 31,218 896 3, 5 MO, 37,108 266 1,-10 FISV, 94,517 8126, 4蔚来, 34,263 401 3,-1平均值, 56.1, 2987649, 1[/表]</blockquote></p><p>View table hereif you experience formatting issues.</p><p><blockquote>如果您遇到格式问题，请在此处查看表格。</blockquote></p><p></p><p>As you can see these stocks had an average of 56.1 hedge funds with bullish positions and the average amount invested in these stocks was $2988 million. That figure was $7723 million in SNOW's case. Fiserv, Inc. (NASDAQ:FISV) is the most popular stock in this table. On the other hand Canadian National Railway Company (NYSE:) is the least popular one with only 31 bullish hedge fund positions. Snowflake Inc (NYSE:SNOW) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for SNOW is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed thattop 10 most popular stocksamong hedge funds returned 90.7% in 2019 and 2020, and outperformed the S&amp;P 500 ETF (SPY) by 35 percentage points. These stocks gained 13.6% in 2021 through April 30th and surpassed the market again by 1.6 percentage points. Unfortunately SNOW wasn't nearly as popular as these 10 stocks (hedge fund sentiment was quite bearish); SNOW investors were disappointed as the stock returned -17.7% since the end of December (through 4/30) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out thetop 10 most popular stocksamong hedge funds as most of these stocks already outperformed the market in 2020.</p><p><blockquote>正如您所看到的，这些股票平均有56.1个对冲基金持有看涨头寸，这些股票的平均投资金额为29.88亿美元。斯诺案中的这一数字为77.23亿美元。Fiserv，Inc.（纳斯达克：FISV）是这张表中最受欢迎的股票。另一方面，加拿大国家铁路公司(NYSE：)是最不受欢迎的公司，只有31个看涨对冲基金头寸。Snowflake Inc（纽约证券交易所股票代码：SNOW）并不是该组中最不受欢迎的股票，但对冲基金的兴趣仍低于平均水平。我们对SNOW的总体对冲基金情绪评分为45.7。相对于其他股票以及相对于其历史范围，对冲基金头寸数量较多的股票获得较高的情绪得分。这是一个稍微负面的信号，我们宁愿花时间研究对冲基金正在买入的股票。我们的计算显示，2019年和2020年对冲基金最受欢迎的10只股票的回报率为90.7%，比标普500 ETF（SPDR标普500指数ETF）高出35个百分点。截至4月30日，这些股票在2021年上涨了13.6%，再次跑赢大盘1.6个百分点。不幸的是，SNOW远不如这10只股票那么受欢迎（对冲基金情绪相当悲观）；SNOW投资者感到失望，因为该股自12月底（截至4月30日）以来回报率为-17.7%，表现逊于市场。如果您有兴趣投资具有巨大上涨潜力的大盘股，您应该查看对冲基金最受欢迎的10只股票，因为其中大多数股票在2020年的表现已经跑赢了市场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/smart-money-snowflake-inc-snow-131851158.html\">Insider Monkey</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://finance.yahoo.com/news/smart-money-snowflake-inc-snow-131851158.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192552539","content_text":"The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data. We have processed the filings of the more than 887 world-class investment firms that we track and now have access to the collective wisdom contained in these filings, which are based on their December 31st holdings, data that is available nowhere else. Should you consider Snowflake Inc (NYSE:SNOW) for your portfolio? We'll look to this invaluable collective wisdom for the answer.Snowflake Inc (NYSE:SNOW) was in 54 hedge funds' portfolios at the end of December. The all time high for this statistic is 59. SNOW investors should be aware of a decrease in activity from the world's largest hedge funds lately. There were 59 hedge funds in our database with SNOW positions at the end of the third quarter. Our calculations also showed that SNOW isn't among the30 most popular stocks among hedge fundsIn the financial world there are a lot of gauges shareholders can use to value stocks. A pair of the best gauges are hedge fund and insider trading sentiment. Our researchers have shown that, historically, those who follow the best picks of the elite investment managers can trounce the S&P 500 by a healthy amount (see the details here). Also, our monthly newsletter's portfolio of long stock picks returned 197% since March 2017 (through March 2021) and beat the S&P 500 Index by 124 percentage points. You can download a sample issue of this newsletteron our website.At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like thisemerging lithium stock. We go through lists like the 10best hydrogen fuel cell stocksto pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter onour homepage. Now let's go over the new hedge fund action surrounding Snowflake Inc (NYSE:SNOW).Do Hedge Funds Think SNOW Is A Good Stock To Buy Now?At the end of the fourth quarter, a total of 54 of the hedge funds tracked by Insider Monkey were long this stock, a change of -8% from one quarter earlier. By comparison, 0 hedge funds held shares or bullish call options in SNOW a year ago. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.More specifically,Altimeter Capital Managementwas the largest shareholder of Snowflake Inc (NYSE:SNOW), with a stake worth $2670.9 million reported as of the end of December. Trailing Altimeter Capital Management was Berkshire Hathaway, which amassed a stake valued at $1723.7 million. Coatue Management, Tiger Global Management LLC, and D1 Capital Partners were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Altimeter Capital Management allocated the biggest weight to Snowflake Inc (NYSE:SNOW), around 24.71% of its 13F portfolio.3G Capitalis also relatively very bullish on the stock, setting aside 9.45 percent of its 13F equity portfolio to SNOW.Seeing as Snowflake Inc (NYSE:SNOW) has witnessed a decline in interest from the aggregate hedge fund industry, it's easy to see that there were a few money managers that decided to sell off their full holdings last quarter. Interestingly, Dmitry Balyasny'sBalyasny Asset Managementsaid goodbye to the biggest stake of all the hedgies monitored by Insider Monkey, totaling close to $47.3 million in stock. Karthik Sarma's fund,SRS Investment Management, also sold off its stock, about $35.1 million worth. These bearish behaviors are interesting, as aggregate hedge fund interest dropped by 5 funds last quarter.Let's also examine hedge fund activity in other stocks - not necessarily in the same industry as Snowflake Inc (NYSE:SNOW) but similarly valued. We will take a look at S&P Global Inc. (NYSE:SPGI), Applied Materials, Inc. (NASDAQ:AMAT), Zoetis Inc (NYSE:ZTS), Canadian National Railway Company (NYSE:CNI), Altria Group Inc (NYSE:MO), Fiserv, Inc. (NASDAQ:FISV), and NIO Inc. (NYSE:NIO). This group of stocks' market caps resemble SNOW's market cap.[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position SPGI,75,3807859,4 AMAT,61,3632227,2 ZTS,61,2389697,3 CNI,31,2188963,5 MO,37,1082661,-10 FISV,94,5178126,4 NIO,34,2634013,-1 Average,56.1,2987649,1 [/table]View table hereif you experience formatting issues.As you can see these stocks had an average of 56.1 hedge funds with bullish positions and the average amount invested in these stocks was $2988 million. That figure was $7723 million in SNOW's case. Fiserv, Inc. (NASDAQ:FISV) is the most popular stock in this table. On the other hand Canadian National Railway Company (NYSE:) is the least popular one with only 31 bullish hedge fund positions. Snowflake Inc (NYSE:SNOW) is not the least popular stock in this group but hedge fund interest is still below average. Our overall hedge fund sentiment score for SNOW is 45.7. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. This is a slightly negative signal and we'd rather spend our time researching stocks that hedge funds are piling on. Our calculations showed thattop 10 most popular stocksamong hedge funds returned 90.7% in 2019 and 2020, and outperformed the S&P 500 ETF (SPY) by 35 percentage points. These stocks gained 13.6% in 2021 through April 30th and surpassed the market again by 1.6 percentage points. Unfortunately SNOW wasn't nearly as popular as these 10 stocks (hedge fund sentiment was quite bearish); SNOW investors were disappointed as the stock returned -17.7% since the end of December (through 4/30) and underperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out thetop 10 most popular stocksamong hedge funds as most of these stocks already outperformed the market in 2020.","news_type":1,"symbols_score_info":{"SNOW":0.9}},"isVote":1,"tweetType":1,"viewCount":1798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196984851,"gmtCreate":1621005367973,"gmtModify":1634194601435,"author":{"id":"3578864122846561","authorId":"3578864122846561","name":"jducky","avatar":"https://static.tigerbbs.com/b5e9d246c2589c25d04edd4761a140e3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578864122846561","idStr":"3578864122846561"},"themes":[],"htmlText":"Like n comment&nbsp;","listText":"Like n comment&nbsp;","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196984851","repostId":"1115487503","repostType":4,"isVote":1,"tweetType":1,"viewCount":2232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168049816,"gmtCreate":1623945287435,"gmtModify":1634025452714,"author":{"id":"3578864122846561","authorId":"3578864122846561","name":"jducky","avatar":"https://static.tigerbbs.com/b5e9d246c2589c25d04edd4761a140e3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578864122846561","idStr":"3578864122846561"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168049816","repostId":"2144742672","repostType":4,"isVote":1,"tweetType":1,"viewCount":1107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184967075,"gmtCreate":1623681330397,"gmtModify":1634030141493,"author":{"id":"3578864122846561","authorId":"3578864122846561","name":"jducky","avatar":"https://static.tigerbbs.com/b5e9d246c2589c25d04edd4761a140e3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578864122846561","idStr":"3578864122846561"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184967075","repostId":"1137802655","repostType":4,"isVote":1,"tweetType":1,"viewCount":1501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139811528,"gmtCreate":1621606093364,"gmtModify":1634187696267,"author":{"id":"3578864122846561","authorId":"3578864122846561","name":"jducky","avatar":"https://static.tigerbbs.com/b5e9d246c2589c25d04edd4761a140e3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578864122846561","idStr":"3578864122846561"},"themes":[],"htmlText":"Please like and comment","listText":"Please like and comment","text":"Please like and comment","images":[{"img":"https://static.tigerbbs.com/11ebdc94c4d1fc6a31c9c4695661fdf2","width":"1170","height":"1308"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139811528","isVote":1,"tweetType":1,"viewCount":3042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":130335093,"gmtCreate":1621511553012,"gmtModify":1634188557030,"author":{"id":"3578864122846561","authorId":"3578864122846561","name":"jducky","avatar":"https://static.tigerbbs.com/b5e9d246c2589c25d04edd4761a140e3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578864122846561","idStr":"3578864122846561"},"themes":[],"htmlText":"Comment please","listText":"Comment please","text":"Comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130335093","repostId":"1129456332","repostType":4,"repost":{"id":"1129456332","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621509070,"share":"https://www.laohu8.com/m/news/1129456332?lang=zh_CN&edition=full","pubTime":"2021-05-20 19:11","market":"us","language":"en","title":"Virgin Galactic shares jump 15% after space company says next test flight will be this week<blockquote>太空公司表示下一次试飞将于本周进行，维珍银河股价上涨15%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129456332","media":"Tiger Newspress","summary":"KEY POINTS\n\nVirgin Galactic stock jumped after the space tourism company announced its next spacefli","content":"<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Virgin Galactic stock jumped after the space tourism company announced its next spaceflight test is targeting May 22.</li>  <li>“Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.</li>  <li>The company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.</li> </ul> Virgin Galactic&nbsp;stock jumped after the space tourism company announced its next spaceflight test is targeting May 22, following the completion of a maintenance review of its carrier aircraft that threatened to delay the flight from this month.</p><p><blockquote><ul><li>太空旅游公司维珍银河宣布下一次太空飞行测试定于5月22日后，该公司股价上涨。</li><li>维珍银河首席执行官迈克尔·科尔格拉齐尔在一份声明中表示：“在对我们的母舰Eve进行详细检查和彻底分析后，我们已经为即将到来的飞行批准了我们的太空飞行系统。”</li><li>该公司正在努力完成其SpaceShipTwo系统的开发，在维珍银河于2022年开始商业服务之前，还剩下四次试飞。</li></ul>太空旅游公司维珍银河宣布其下一次太空飞行测试定于5月22日进行，此前该公司完成了对其舰载机的维护审查，该审查可能会从本月开始推迟飞行，随后该公司股价上涨。</blockquote></p><p> “Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.</p><p><blockquote>维珍银河首席执行官迈克尔·科尔格拉齐尔在一份声明中表示：“在对我们的母舰Eve进行详细检查和彻底分析后，我们已经为即将到来的飞行批准了我们的太空飞行系统。”</blockquote></p><p> Shares of Virgin Galactic jumped as much as 15% in premarket trading from its previous close of $19.92.</p><p><blockquote>维珍银河股价在盘前交易中较前收盘价19.92美元上涨15%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f89677fc7c1a4322713c53c9f871ec08\" tg-width=\"1302\" tg-height=\"663\"></p><p><blockquote></blockquote></p><p> Virgin Galactic leadership,when the company reported first quarter results last week, revealed that the target date for the next spaceflight test was under evaluation due to a possible maintenance issue with VMS Eve, the aircraft that carries the spacecraft before launch. The company said its engineering analysis determined the VMS Eve “structures healthy,” clearing the aircraft for flight.</p><p><blockquote>维珍银河领导层在上周报告第一季度业绩时透露，由于发射前运载航天器的飞机VMS Eve可能存在维护问题，正在评估下一次太空飞行测试的目标日期。该公司表示，其工程分析确定VMS Eve“结构健康”，为飞机飞行扫清了障碍。</blockquote></p><p> The company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.</p><p><blockquote>该公司正在努力完成其SpaceShipTwo系统的开发，在维珍银河于2022年开始商业服务之前，还剩下四次试飞。</blockquote></p><p> Virgin Galactic attempted the first of those four spaceflight tests in December, but the mission was cut short by an engine anomaly. The company scheduled a repeat of the flight attempt for February, but then delayed to May to give more time to address an electromagnetic interference issue with the spacecraft’s flight computer.</p><p><blockquote>维珍银河在12月尝试了这四次太空飞行测试中的第一次，但任务因发动机异常而中断。该公司计划在2月份重复飞行尝试，但后来推迟到5月份，以便有更多时间解决航天器飞行计算机的电磁干扰问题。</blockquote></p><p> This upcoming spaceflight test will fly with just the two pilots onboard, but will also carry microgravity research payloads under NASA’s Flight Opportunities program. In addition to resolving the issue which cut short the December attempt, Virgin Galactic said this spaceflight test will further evaluate its customer cabin and test a livestream from onboard the spacecraft.</p><p><blockquote>即将进行的太空飞行测试将只有两名飞行员，但也将携带美国宇航局飞行机会计划下的微重力研究有效载荷。除了解决导致12月尝试中断的问题外，维珍银河表示，这次太空飞行测试将进一步评估其客户舱并测试航天器上的直播。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Virgin Galactic shares jump 15% after space company says next test flight will be this week<blockquote>太空公司表示下一次试飞将于本周进行，维珍银河股价上涨15%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVirgin Galactic shares jump 15% after space company says next test flight will be this week<blockquote>太空公司表示下一次试飞将于本周进行，维珍银河股价上涨15%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-05-20 19:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Virgin Galactic stock jumped after the space tourism company announced its next spaceflight test is targeting May 22.</li>  <li>“Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.</li>  <li>The company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.</li> </ul> Virgin Galactic&nbsp;stock jumped after the space tourism company announced its next spaceflight test is targeting May 22, following the completion of a maintenance review of its carrier aircraft that threatened to delay the flight from this month.</p><p><blockquote><ul><li>太空旅游公司维珍银河宣布下一次太空飞行测试定于5月22日后，该公司股价上涨。</li><li>维珍银河首席执行官迈克尔·科尔格拉齐尔在一份声明中表示：“在对我们的母舰Eve进行详细检查和彻底分析后，我们已经为即将到来的飞行批准了我们的太空飞行系统。”</li><li>该公司正在努力完成其SpaceShipTwo系统的开发，在维珍银河于2022年开始商业服务之前，还剩下四次试飞。</li></ul>太空旅游公司维珍银河宣布其下一次太空飞行测试定于5月22日进行，此前该公司完成了对其舰载机的维护审查，该审查可能会从本月开始推迟飞行，随后该公司股价上涨。</blockquote></p><p> “Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.</p><p><blockquote>维珍银河首席执行官迈克尔·科尔格拉齐尔在一份声明中表示：“在对我们的母舰Eve进行详细检查和彻底分析后，我们已经为即将到来的飞行批准了我们的太空飞行系统。”</blockquote></p><p> Shares of Virgin Galactic jumped as much as 15% in premarket trading from its previous close of $19.92.</p><p><blockquote>维珍银河股价在盘前交易中较前收盘价19.92美元上涨15%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f89677fc7c1a4322713c53c9f871ec08\" tg-width=\"1302\" tg-height=\"663\"></p><p><blockquote></blockquote></p><p> Virgin Galactic leadership,when the company reported first quarter results last week, revealed that the target date for the next spaceflight test was under evaluation due to a possible maintenance issue with VMS Eve, the aircraft that carries the spacecraft before launch. The company said its engineering analysis determined the VMS Eve “structures healthy,” clearing the aircraft for flight.</p><p><blockquote>维珍银河领导层在上周报告第一季度业绩时透露，由于发射前运载航天器的飞机VMS Eve可能存在维护问题，正在评估下一次太空飞行测试的目标日期。该公司表示，其工程分析确定VMS Eve“结构健康”，为飞机飞行扫清了障碍。</blockquote></p><p> The company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.</p><p><blockquote>该公司正在努力完成其SpaceShipTwo系统的开发，在维珍银河于2022年开始商业服务之前，还剩下四次试飞。</blockquote></p><p> Virgin Galactic attempted the first of those four spaceflight tests in December, but the mission was cut short by an engine anomaly. The company scheduled a repeat of the flight attempt for February, but then delayed to May to give more time to address an electromagnetic interference issue with the spacecraft’s flight computer.</p><p><blockquote>维珍银河在12月尝试了这四次太空飞行测试中的第一次，但任务因发动机异常而中断。该公司计划在2月份重复飞行尝试，但后来推迟到5月份，以便有更多时间解决航天器飞行计算机的电磁干扰问题。</blockquote></p><p> This upcoming spaceflight test will fly with just the two pilots onboard, but will also carry microgravity research payloads under NASA’s Flight Opportunities program. In addition to resolving the issue which cut short the December attempt, Virgin Galactic said this spaceflight test will further evaluate its customer cabin and test a livestream from onboard the spacecraft.</p><p><blockquote>即将进行的太空飞行测试将只有两名飞行员，但也将携带美国宇航局飞行机会计划下的微重力研究有效载荷。除了解决导致12月尝试中断的问题外，维珍银河表示，这次太空飞行测试将进一步评估其客户舱并测试航天器上的直播。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129456332","content_text":"KEY POINTS\n\nVirgin Galactic stock jumped after the space tourism company announced its next spaceflight test is targeting May 22.\n“Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.\nThe company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.\n\nVirgin Galactic stock jumped after the space tourism company announced its next spaceflight test is targeting May 22, following the completion of a maintenance review of its carrier aircraft that threatened to delay the flight from this month.\n“Following a detailed inspection and thorough analysis of our mothership, Eve, we have cleared our Spaceflight System for our upcoming flight,” Virgin Galactic CEO Michael Colglazier said in a statement.\nShares of Virgin Galactic jumped as much as 15% in premarket trading from its previous close of $19.92.\n\nVirgin Galactic leadership,when the company reported first quarter results last week, revealed that the target date for the next spaceflight test was under evaluation due to a possible maintenance issue with VMS Eve, the aircraft that carries the spacecraft before launch. The company said its engineering analysis determined the VMS Eve “structures healthy,” clearing the aircraft for flight.\nThe company is working to complete development of its SpaceShipTwo system, with four test flights remaining before Virgin Galactic begins commercial service in 2022.\nVirgin Galactic attempted the first of those four spaceflight tests in December, but the mission was cut short by an engine anomaly. The company scheduled a repeat of the flight attempt for February, but then delayed to May to give more time to address an electromagnetic interference issue with the spacecraft’s flight computer.\nThis upcoming spaceflight test will fly with just the two pilots onboard, but will also carry microgravity research payloads under NASA’s Flight Opportunities program. In addition to resolving the issue which cut short the December attempt, Virgin Galactic said this spaceflight test will further evaluate its customer cabin and test a livestream from onboard the spacecraft.","news_type":1,"symbols_score_info":{"SPCE":0.9}},"isVote":1,"tweetType":1,"viewCount":2730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}